At a Glance
- Tasks: Administer client assets and implement investment strategies to meet financial plans.
- Company: Join State Trustees Limited, a leader in professional services.
- Benefits: Flexible hybrid work, part-time hours, and the chance to build strong relationships.
- Other info: 12-month fixed term role with opportunities for growth.
- Why this job: Make a real difference in clients' financial lives while enjoying work-life balance.
- Qualifications: Experience in finance or asset management is a plus.
The predicted salary is between 31500 - 38500 $ per year.
State Trustees Limited in Bendigo invites applications for the Financial Asset Officer role within our Professional Services group.
You will administer client assets and implement investment strategies in line with their financial plan.
This part-time, 30.4 hour per week, 12-month fixed term position offers flexible, hybrid work arrangements and the chance to build strong relationships with clients and external partners.
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Financial Asset Officer employer: State Trustees Limited
State Trustees Limited is an exceptional employer, offering a supportive work culture that prioritises employee growth and development in the heart of Melbourne. As a Will Writer, you'll enjoy meaningful engagement with clients while benefiting from comprehensive training programs and opportunities to participate in community outreach initiatives, making a real difference in people's lives through estate planning.
