Company

Public Trust OfficeSee more

addressAddressBrisbane, QLD
type Form of workPermanent
CategoryAccounting & Finance

Job description

We are seeking a client focussed Accounts Officer to join our Financial Services Customer team. An exciting permanent opportunity, to work within a team providing services to the Public Trustee, the executive leadership team and staff to support decision-making, advance accountability and deliver high-quality services.
About the role (for more role responsibilities please see the attached position description)

  • Respond to telephonic enquiries from clients and stakeholders in respect to the lodgement, administration and claiming of unclaimed money applications Assess applications received from claimants in accordance with internal policies, procedures and legislation
  • Prepare case files for claims and process the related data in the Client Information Management System
  • Prepare distributions of money in accordance with the Office's policy
  • Prepare lodgement files and process relevant data in the Client Information Management System
  • Provide advice and support in relation to the lodgement of unclaimed money in accordance with legislative requirements
The Public Trustee (PT) is a value for money independent state trustee service dedicated to advancing and safeguarding the rights, interests and wishes of Queenslanders in need of financial management, trust and estate planning and administration support. We have been looking after Queenslanders and their families since 1916. We provide trusted financial decision-making advocacy, education and services and empower Queenslanders to plan and prepare for key life events
How to apply
If you are interested in working with us, please provide the following information to help us assess your merit:
*
  • Your current resume, including a comprehensive employment history and any relevant qualifications and professional certifications you hold.
  • A cover letter (no more than two pages) outlining recent examples of your ability to demonstrate the 'Key capabilities' required to perform the 'Key responsibilities' of the role, as outlined above.
  • Contact details for two referees. At least one referee should have thorough knowledge of your conduct and performance within the previous two years. If you are a current or previous public service employee, please nominate a referee who can report on your public service employment
  • Details of any visa conditions if you are not an Australian citizen or do not have permanent residency status.This work is licensed under a Creative Commons Attribution 3.0 Australia License.
Refer code: 725942. Public Trust Office - The previous day - 2023-10-05 02:10

Public Trust Office

Brisbane, QLD

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