At a Glance
- Tasks: Manage client portfolios and provide tailored financial support in a hybrid work environment.
- Company: State Trustees Limited, dedicated to supporting vulnerable clients with complex needs.
- Benefits: Flexible hybrid work, competitive salary, and opportunities for professional growth.
- Other info: Join a supportive team focused on delivering quality service.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 63000 - 77000 $ per year.
State Trustees Limited is seeking a Client Services Consultant – Financial Administration in Victoria.
You will manage a portfolio of clients with complex financial and legal needs, providing tailored support and collaborating with colleagues to deliver effective administration.
The role supports a cross‑functional team in a hybrid work arrangement, with a focus on delivering quality service to vulnerable clients and ensuring compliant, timely outcomes.
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Integrated Financial Consultant – Hybrid 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.
