• Footscray, Dandenong or Bendigo location, with initial working from home arrangement due to current pandemic
• Salary circa $63k plus super
• 24 month contract

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.

We are a caring, passionate and united team of 400 people across 3 locations Footscray, Dandenong and Bendigo. For more information 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.

Our New Client team plays the critical role of onboarding newly-appointed clients with a commitment to delivering excellent client service. They identify and secure client assets, income and entitlements and also negotiate agreements regarding clients' financial circumstances.

About the Role

With a passion for exceptional client service, you will be a team player who provides personal and tailored support to help individuals who, due to disability, illness or injury, are unable to manage their financial and legal affairs.

You will set up our clients for success by taking the time to understand their situation and needs, including their budget requirements, and action these accordingly before transitioning them for ongoing management.

This is a fast paced and broad role that requires exceptional multi-tasking and prioritisation skills combined with the ability to problem solve and make decisions.

Skills & Experience

• Well-developed professional communication skills (written and spoken)
• Understanding and experience dealing with clients with a disability
• Competent financial literacy
• Relevant administration experience
• Ability to prepare commercial standard correspondence, reports and recommendations
• Ability to prioritise and work autonomously
• 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.