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Personal Financial Consultant (Cl 2 )

State Trustees Limited - Melbourne, VIC

Voluntary, Charity & Social Work
Source: uWorkin


  • Footscray, Dandenong or Bendigo location
  • Salary circa $63,000 plus super
  • Applications closing 13 April 2021

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 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
The Personal Financial Consultants at State Trustees provide personal and tailored support to help individuals who, due to disability, illness or injury and are unable to manage their financial and legal affairs and have been appointed by VCAT.

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

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
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
Click the Apply button to commence the application process. Please include a cover letter and resume.

Employment at State Trustees is conditional upon satisfactory Criminal History Check and Anti Money Laundering Check.

State Trustees is an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees will respond to requests for reasonable adjustments from applicants with disabilities.

State Trustees strongly encourages applications from Aboriginal and Torres Strait Islander people.

Melbourne, VIC

Voluntary, Charity & Social Work


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