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Specialised Client Support Consultant - Footscray / Dandenong / Bendigo

State Trustees Limited
  • Footscray, Dandenong or Bendigo location, with initial working from home arrangement due to current pandemic
  • Circa $85k plus super
  • Multiple roles available, 24 month contracts

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.

About the Team

This 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

You will develop a comprehensive understanding of your client's complex and unique needs, enabling you to deliver quality service and support, whilst managing their financial and legal affairs in line with the Guardian and Administration Act 1986 and 2019.

This is a challenging and immensely rewarding role requiring you to think outside the square and apply your excellent problem solving skills.

Skills and Experience

  • Tertiary qualification in Human Services, Social Services, etc or equivalent experience
  • Experience in the human services field coordinating services to meet the needs of client base (e.g. mental health, aged care or disability, substance abuse, etc)
  • Passionate about making a difference to the lives of clients
  • Sound financial analytical skills
  • Experience creating, managing and modifying budgets and/or being responsible for finances
  • Ability to make decisions whilst showing empathy and compassion
  • Active listening & professional communication skills
  • Ability to have difficult conversations whilst being sensitive to client needs
  • Experience working with complex cases requiring significant support
  • Ability to prepare commercial standard legal correspondence, reports and recommendations
  • Excellent stakeholder engagement skills

Employee Benefits

  • Career development
  • Flexible working conditions
  • Education assistance
  • Purchased leave
  • Employee assistance program
  • Reward and recognition program
  • Free Will preparation
  • Retailer discounts
  • Charitable workplace giving
  • 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

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