Job and Person Specification Title of Role: Conveyancing Liaison Officer Business Unit: Public Trustee Division: Corporate Services Remuneration Level: ASO2 Type of Appointment: Term Position Number: PT0385 Job and Person Specification Approval ……………………………………. .. DELEGATE Primary Purpose The primary purpose of the Conveyancing Liaison Officer is to provide a conveyancing support service to all Estate Officers for clients owning property and to provide maintenance of the conveyancing database. Reporting Relationships Manager, Corporate Services Key Relationships/Interactions Outposted Crown Solicitor’s Conveyancers Employees of the Public Trustee Office Key Challenges Dealing with conflict situations and with challenging customers Working within a legislative framework Managing a tight deadlines and competing priorities Special Conditions This is a part time position working 0.6FTE. Employees will provide the highest standards of customer service to customers at all levels by modelling service excellence that meets the needs of customers and enhances the corporate profile of the organisation. Employees are expected to maintain the integrity and security of all information for which they are responsible as a result of employment in the Attorney-General’s Department. AGD Conditions Participation in annual performance review and development; Actively participate in all mandatory training requirements; Abide by the standards in the Code of Ethics for the South Australian Public Sector (the Code); and Employment is dependent upon a National Police Certificate clearance that the AGD finds satisfactory. Flexible Working Arrangement Options Flexitime arrangements are available in this role. Part time working arrangements are available in this role. Responsibilities This Job and Person Specification provides an indication of the type of duties you will be engaged to perform. You may be lawfully directed to perform any duties that a person with your qualifications, skills and abilities would reasonably be expected to perform. The Conveyancing Liaison Officer is responsible for: Key Specified Duties Performance Indicator/Measurement Provide assistance to Estate Services Officers (ESO’s) and legal staff in relation to conveyancing documents by: Updating and checking all instruction forms and undertaking all title searches and attend LTO when required; Nominating conveyancers and ensuring the delivery of accurate instructions; Ensuring timely return of conveyancing documents and check accuracy of the conveyancing documents on return; Recording on database on receipt of instructions, return of instructions to Public Trustee and forwarding back for certification and lodgement etc; Ensuring conveyancing documents are signed by appropriate officer; Authorising the payment of invoices and arranging with ESO’s for ordering of bank cheques etc. in relation to purchase of property by a client; Ensuring settlement cheques are collected, checked, recorded and forwarded to cashier before 3.00pm; Co-ordinating urgent caveats and other non-routine transactions; Training Conveyancing Champions to perform duties in the absence of the Conveyancing Liaison Officer. All work is accurately carried out within the required deadlines set for each process. Customer communications is conducted in accordance with the relevant standards, procedures and TICK values Responsibilities Conveyancing Functions 2 Compliance Responsible and accountable for adhering to the requirements of the WHS Act 2012; relevant WHS Regulations 2012; the Equal Opportunity Act 1984; the PS Act 2009; the Code of Ethics for Public Sector employees; the principles of diversity; and the Department’s policies and procedures; Keep accurate and complete records of business activities in accordance with the State Records Act 1997. Active participation and contribution in responsible and safe work practices. Attending mandated training Abides by the Acts, Regulations, Policies and Procedures relevant to employees of the Department; Documents and correspondence filed according to States Records Act, 1997. 3 Technical Expertise Qualifications, Skills, Knowledge and Experience relevant to the role Technical Expertise (Essential) Technical Expertise (Desirable) demonstrated ability to approach the position with initiative, and to work efficiently under limited supervision; ability to determine priorities and work flows and to cope with high volumes of work; proven ability to respond to client enquiries in a courteous and helpful manner under a variety of conditions, including heavy workloads; ability to use tact and discretion in dealing with manager, staff and client’s confidentially; ability to quickly become familiar with the production of legal and court documents, legal precedents, practices, terminology and working in a legal environment; demonstrated experience in working with the Microsoft office suite of applications (e.g. word, excel, power point, access etc.); knowledge of the principles of client service and telephone answering skills; knowledge of the principles and practice of WHS, Equal Opportunity, the PS Act 2009, employee conduct standards and diversity appropriate to the requirements of the role. experience in working in a legal environment; experience in the use of Property Assist, RecFind knowledge of practices and procedures in a legal office; Behavioural Capabilities Descriptors below detail the behavioural capabilities required for performance in the Conveyancing Liaison Officer. KEY behaviours for this role are listed with the critical behaviours highlighted in bold. These behaviours have been drawn from a larger number of relevant behaviours in AGD’s Performance Matrix. This broader group of behaviours are applicable to your ongoing success in the role. 4 Category and level Strategic Focus Foundational Results Orientation Foundational Service Delivery Excellence Operational Relationship Management Foundational Professional approach and drive Foundational Behaviours Recognises how own work impacts on others Identifies risks within own work practices Is flexible to changing priorities Is open to change and new approaches Delivers results by agreed timeframes Follows due process to achieve outcomes Pays attention to detail to ensure quality results Reorganises work when priorities change Identifies and delivers high quality internal and external customer service Identifies and raises awareness of trends, potential problems and opportunities Utilises available internal and external resources for optimal outcomes. Uses capability and expertise of the workgroup to achieve outcomes Works cooperatively with others to achieve work outcomes Actively seeks relevant information and views from others Develops effective working relationships Shares information and knowledge seeking approval where necessary Maintains strict confidentiality of information Identifies risks and takes appropriate action Accepts change constructively Pro-actively seeks to develop skills and knowledge Acknowledged by occupant (Print name) / / / (Signature) Acknowledged by line manager (Print name) / (Signature & title) 5
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