Case Officer (Grade 4)

Key Responsibilities

Technical/Professional: 

• Conducts investigations on all new cases assigned, including identifying and verifying assets liabilities and beneficiaries; develops case plan and refers 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; 
• Co-ordinates 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 escalates 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 provides 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; 
• Attends Court, as may be required, in respect of assigned cases. 

Other: 

• 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;
• Performs any other related duties that may be assigned from time to time. 

Required Knowledge, Skills and 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 

Minimum Required Qualification and Experience

• First Degree in a relevant discipline OR Paralegal Diploma; 
• Four (4) years related working experience. 

Please note that only shortlisted applicants will be contacted.