Case Officer

To effectively administer assigned portfolio of estates in accordance with the law.

ADMINISTRATOR-GENERAL’S DEPARTMENT

 JOB DESCRIPTION

To effectively administer assigned portfolio of estates in accordance with the law.

• Reports prepared
• Documented Plan for managing  Case/Estate
• Comprehensive Estate files
• Assets identified and  collected
• Minor and elderly beneficiaries engaged and monitored
• Satisfied beneficiaries

 JOB RESPONSIBILITY

 Technical/Professional Responsibilities

• Conducts investigations on all new cases assigned including identifying and verifying assets liabilities and beneficiaries; develops case plan and refer to Case Attorney for review and approval; regularly reviews plans to ensure they remain relevant, discusses proposed changes with Case Attorney and makes adjustments to the plan as approved. 
• Coordinates the collection of assets,  (including attending at Banks and other Financial Institutions to preside over the opening of Safety Deposit Boxes as necessary); settles liabilities and carries out any other activities necessary
• Refers matters to Legal Services and Property Sections for action related to the Estates; ensures required information and documents are provided in order to minimise delays; follows up to keep abreast of progress on matters.
• Conducts regular meetings with Property Officers to discuss course of action and status of properties within portfolio; Conducts regular checks on: the collection of rent/ lease, payment of insurance, property tax and other standard liabilities as well as the state of maintenance of properties; initiates action to address areas of concern and escalate to the Case Attorney for attention where necessary.  

• Conducts periodic visits to monitor the welfare of beneficiaries (in particular minors and the elderly) and the assets of the Estate as may be necessary; refers cases of concern to the Social Worker for intervention, follows up to keep abreast of  progress and provide necessary support within the scope of authority; prepares and submits report on visits. 

•  Conducts regular checks on financial status of estate and makes requests from beneficiaries/ institutions and any other relevant party to initiate action (such as sale of property) where necessary to generate funds to facilitate further administration of the Estate.
• Computes and submits for review gratuity for dependants; processes other requests from beneficiaries and makes recommendation/s to Case Attorney as appropriate in response to request

 Other Responsibilities

• Participates in public education/relations programmes such as road shows, expos, conferences as directed
• Represents the Section internally at  meetings  and other activities as required

• Represents the AGD  at meetings and on other occasions as required
•  Perform other related duties as assigned.

 PERFORMANCE CRITERIA

 Established targets  are consistently met

• Established policies, procedures and standards in the administration of estates are consistently complied with
• Satisfaction ratings of service to beneficiaries are consistently achieved
• Case plans are comprehensive  
• Files of each estate are comprehensive and updated.
• Affairs of assigned estates are efficiently managed and files are closed as planned  
• Reports and other documents are accurate and submitted within established timeframe
• Confidentiality and integrity are maintained.

 JOB DIMENSIONS (AUTHORITY, SCOPE AND IMPACT OF JOB)

•  Liaise with beneficiaries and internal Sections on all aspects of Estate Administration.

 KEY COMPETENCIES

•  Excellent analytical and problem solving skills.
• Excellent oral and written communication skills.
• Excellent interpersonal skills with ability to effectively interact with persons at varying economic and social status.
• Excellent Para-legal knowledge with specific emphasis on the Laws of Succession.
• Ability to work under pressure and meet tight deadlines.
• Working knowledge of relevant computer applications.

• Paralegal Diploma OR First Degree in a relevant discipline  
• At least four (4) years related working experience.