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Case Manager - Financial Independence - Footscray / Dandenong / Bendigo

State Trustees Limited
  • Footscray, Bendigo or Dandenong location, with blended work from home and office arrangement
  • Empower clients to regain financial independence
  • Salary circa $70,000 plus super

About State Trustees

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.

For more information about State Trustees and what we offer as an organisation, please visit here.

About the Team

One of our core services is to provide supportive services to assist clients in ensuring financial security, management of legal interests and access to entitled benefits. The Victorian Civil and Administrative Tribunal (VCAT) has determined these clients should have their financial affairs administered by State Trustees.

About the Role

Internally known as a Financial Independence Consultant, you will manage the financial and legal affairs of VCAT appointed clients. You will work with them to guide and empower them to develop and, in some cases, regain their financial independence. This will involve creating a plan, guiding our clients to implement their plan, with the assistance of their family and support network that could foster long term successful financial independence.

Skills and Experience

Ideally you will have a robust background in human services, specifically in supporting vulnerable individuals, adept at forging impactful connections, and demonstrating a genuine commitment to nurturing personal growth. Proficiency in financial literacy and capabilities is essential for this role.

Employee Benefits

Our people's wellbeing is important, and we are proud to offer the following benefits:

  • 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.


If you're keen to join our organisation in this highly rewarding role, click 'Apply Now' below. 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 - Financial Independence - Footscray / Dandenong / Bendigo enquiry via EthicalJobs.

A position description is attached.

How to apply

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