• Footscray, Bendigo or Dandenong location, with initial working from home arrangement due to current pandemic
• Salary circa $80,000 plus super
• Multiple roles available, 24 month contracts

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. 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.

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

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.

Skills and Experience

• Relevant experience in a human services field
• Ability to prepare commercial standard correspondence, reports and recommendations
• Active listening and well-developed professional communication and presentation skills
• Well-developed relationship management skills including the ability to make connections with diverse clients
• Ability to make decisions and communicate whilst showing empathy and compassion
• Understanding and experience dealing with clients with a disability and/or difficult or sensitive issues
• Excellent stakeholder engagement skills
• Strong focus on client service delivery excellence
• Experience in mentoring others
• Proficient in the use of Microsoft Office suite
• Highly motivated self-starter who can work independently and remotely and also work effectively in a team environment
• Current Victorian driver licence

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.

How to Apply

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.