Job Summary
- Applications close:
- Job posted on: 9th Jul 2020
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. We are a caring, passionate and united team of 400 people across 3 locations Footscray, Dandenong and Bendigo. For more information about State Trustees and what we offer as an organisation, please visit www.statetrustees.com.au.
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.
As the ‘face of State Trustees’ for our newly-appointed and existing clients, you will play a critical role in the onboarding of new clients, often through in-person meetings at clients’ premises, where you will outline our role as administrator, assess their financial circumstances, uncover their will and preferences and clearly explain how we will support them to meet their needs. You will also represent State Trustees at VCAT, provide community education and coaches and mentors internal consultants.This is a challenging and immensely rewarding role that will require you to think outside the square and apply your excellent problem solving skills.
Our people’s wellbeing is important, and we are proud to offer the following benefits:
Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.
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 journey, click the Apply Now button to commence the application process. Make sure you include a cover letter and resume. Please note you are not required to address any Key Selection Criteria and may skip this step in the process.
A position description is attached.