An exciting opportunity exists for a financial services professional to lead the Public Trustee's delivery of service in the areas of investments, insurance and taxation.
This leadership role manages the day-to-day operations, compliance, and reporting for the Public Trustee's investment, insurance, and taxation functions, ensuring effective service delivery and regulatory adherence while leading a team and providing high-level advice to the organisation.
At Public Trustee, our aim is to provide a safety net to all Tasmanians, always: helping them to protect their legacy through our services of wills, estates, and financial administration.
We encourage applications from Indigenous Australians, people with disability, people from diverse cultural and linguistic backgrounds, mature age workers and lesbian, gay, bisexual, transgender and intersex (LGBTIQA+) people.
Public Trustee supports reasonable adjustment requests in any stage of the assessment process to remove barriers and facilitate full participation in all aspects of employment for applicants with disability. If you have individual requirements that need to be accommodated in order to participate in an interview or recruitment activity, please inform the contact listed at the end of this vacancy.
We are a diverse and inclusive workplace and understand the importance of flexible working arrangements. Talk to us about how this could work for you.
Hours per fortnight
73.50 hours per fortnight- flexible options available.
Major Functions Investment function
* Manage the day-to-day activities and key processes for the investment of the Public Trustee's funds under management in its own capacity and as trustee in accordance with approved delegations and guidelines and set crediting rates for common fund contributors.
* Prepare Investment Reviews as per the Investment Review Policy, ensuring:
o appropriate implementation and maintenance of control systems,
o protection of rights and interests of clients and beneficiaries,
o appropriate reporting and monitoring to identify exceptions and risks,
o value for money
* Responsible for preparing investment reporting to the Investment Committee including performance, investment activity during the period and a summary of market conditions and outlook.
* Act as Secretary to the Investment Committee.
Insurance Function
* Manage the day-to-day activities and key processes for the insurance program for the Public Trustee's Clients and the Public Trustee ensuring efficient and effective service delivery including:
o appropriate implementation and maintenance of control systems,
o protection of rights and interests of clients and beneficiaries,
o appropriate reporting and monitoring to identify exceptions and risks,
o value for money
Taxation Function
* Coordinate and supervise the Public Trustee's client taxation lodgment program, ensuring:
o appropriate implementation and maintenance of control systems,
o protection of rights and interests of clients and beneficiaries,
o appropriate reporting and monitoring to identify exceptions and risks,
o value for money
* Coordinate and supervise the preparation and completion of the Public Trustee's corporate tax compliance matters including lodgment of Corporate Income Statements, Business Activity Statements, Fringe Benefits Tax and PAYG.
General
* Manage and coordinate the day-to-day activities of staff including allocation of work, mentoring, performance management, change management, identification of learning and development needs, and leave approvals.
* Provide high level advice to the organisation, as required, on all aspects of investment, insurance, and taxation functions.
* Develop, implement, and review policies, procedures, and guidelines within areas of responsibility, ensuring compliance with relevant legislation and Treasurer's Instructions.
* Manage relationships with internal and external stakeholders.
* Undertake project work as required, ensuring projects are delivered on time and within budget.
Pre-employment Requirements
* Pre-employment (National Police Record) checks for: Arson and fire setting, violent crimes and crimes against the person, sex-related offences, drug and alcohol related offences, crimes involving dishonesty, deception and/or conspiracy, making false declarations, malicious damage and destruction to property, serious traffic offences, crimes against public order or relating to the Administration of Law and Justice, Executive or the Legislative Power.
* Disciplinary action in previous employment.
* Identification check.
Desirable Requirements
* Appropriate tertiary qualifications, such as a Diploma of Financial Services (Financial Planning).
Statement of Duties and any Associated Documents
Statement of Duties (850240) Investments, Insurance and Taxation Manager.docx
Statement of Duties (850240) Investments, Insurance and Taxation Manager.pdf
How to apply
Online applications are preferred, please click the 'ApplyNow' button. You will be prompted to complete an online application form and to attach your cover letter, resume and selection criteria responses. Please note, attachments must be in Microsoft Word or PDF format.
If you are unable to submit your application online, please contact the Department of Justice Recruitment Team on (03) 6165 3652.
For more information
Gene Phair
Consultant
Phone: (03) 6235 5230
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