About Us

We are the public trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing. With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

About the Team

The Aged Care Transition plays an important part in the lives of clients who move from living independently into an age care setting. The team supports clients transitioning into Age Care, working through their assets, complex client scenarios, including supporting investigations into financial elder abuse and misappropriation, negotiating client entry fees and working with Centrelink to ensure the client is correctly assessed.

About the Role

Internally known as a Personal Financial Consultant, you will provide personal and tailored support to help individuals who, due to disability, illness or injury and are unable to manage their financial and legal affairs and have been appointed by VCAT.

This is an ideal role to demonstrate your exceptional multi-tasking and prioritisation skills combined with the ability to problem solve and make decisions.

Skills & Experience

• Experience working in aged care sector, community service, financial administration, human or social services
• Understanding and experience dealing with elderly clients, clients with a disability and vulnerable clients
• Experience or knowledge in Aged Care placement, fees, structures, and legislation
  • Experience or knowledge in Aged Care placement process and fees thresholds
  • Familiarity with Aged Care Act 1997 and legislative requirements
• Well-developed professional communication skills
• Understanding and experience dealing with clients with a disability
• Competent financial literacy
• Basic computer literacy including competent use of Microsoft Office

Employee Benefits

• One-off work-from-home set up payment
• Career development
• Health and well-being programs
• Flexible working conditions
• Education assistance
• Purchased leave
• Employee assistance program
• Reward and recognition program
• Free Will preparation
• Retailer discounts
• Charitable workplace giving
• Employee social club

Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.

Our Culture

For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion – we are here, we work together and we bring our best.

HOW TO APPLY

If you're keen to join our organisation in this highly rewarding role, click "Apply Now". You will be redirected to our website with further instruction on how to apply.

If you have any questions, please contact the Talent Acquisition team at [email protected] using the subject line: Case Manager - Aged Care Transition - Footscray / Dandnong / Bendigo enquiry via EthicalJobs.

A position description is attached.