• Footscray, Dandenong or Bendigo location with flexible work from home/office arrangement
• Salary circa $70,700 plus super

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.

For more information about State Trustees visit www.statetrustees.com.au

About the Team

A core service of State Trustees is protecting the financial and legal interests of thousands of Victorians who are unable to manage their own affairs because of mental illness, injury or disability.

This Specialised Support team manages the financial and legal affairs of our most vulnerable clients whose circumstances are complex and unique and which could further be complicated with multiple critical factors, such as the loss of formal or informal support, mental health concerns and/or disabilities, substance abuse, financial abuse, being at risk from others or demonstrates violent behaviour, at risk accommodation or difficult relations (family breakdowns or conflict) etc. These clients are appointed to us through the Victorian Civil Administrative Tribunal.

About the Role

Internally known as a Personal Financial Consultant - Specialised Support, you will support clients with complex needs in the administration of their financial and legal affairs in line with the Guardian and Administration Act 1986 and 2019.

You will have a direct impact on providing quality service and support to the clients allocated to this team whilst working closely with Specialised Support Consultants to assist them with financial administration support.

Skills & Experience

• Relevant administration experience
• Ability to prepare commercial standard correspondence, reports and recommendations
• Well-developed professional communication skills (written and spoken)
• Understanding and experience dealing with clients with a disability
• Competent financial literacy
• Basic computer literacy including competent use of Microsoft Office

Business administration experience preferably within the financial, legal or disability sectors will help you secure this role.

Employee 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

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: Personal Financial Consultant - Specialised Support - Footscray / Dandenong / Bendigo enquiry via EthicalJobs.

A position description is attached.