- Bendigo location, with hybrid work arrangementavailable
- Salary $75,016 + Super
About Us
At State Trustees, we support Victorians from all walks of life with their financial and legal affairs, particularly during life's most important and challenging moments.
As a Victorian Government-backed organisation, we provide trusted services that help people plan, protect, and manage their affairs with confidence, ensuring peace of mind when it matters most.
About the Role
As a Service Centre Consultant at State Trustees, you'll deliver excellent client service with ownership and accountability. You'll resolve client queries, use tailored communication, and make financial decisions aligned with client needs and budgets. You'll also manage information, engage stakeholders, and work in a collaborative team.
We have a fortnightly roster as follows:
Roster 1
- Week 1: Mon (8.24am - 3.00pm), Wednesday (8.24am - 12.30pm), Thurs (8.24am - 11.30am) and Fri (8.24am - 1.00pm)
- Week 2: Mon (8.24am - 3.00pm), Wednesday (8.24am - 12.30pm), Thurs (8.24am - 1.30pm) and Fri (8.24am - 1.00pm)
Roster 2
- Week 1: Mon (8.24am - 3.00pm), Tuesday (8.54am - 1.00pm), Thurs (8.54am - 12.00pm) and Fri (8.54am - 1.30pm)
- Week 2: Mon (8.24am - 3.00pm), Tuesday (8.54am - 1.00pm), Thurs (8.54am - 2.00pm) and Fri (8.54am - 1.30pm)
We offer comprehensive 3-month training located at our Bendigo office, followed by flexible work (2 days from home, 2 in the office) once all requirements are met.
Skills and Experience
- Proven success in dynamic, client-focused, and team environments
- Customer service background, call centre experience is advantageous
- Experience in empathetically addressing clients with disabilities, mental health issues, and adverse personal circumstances
- Life skills encompassing financial literacy, including budgeting, bank account management, and prioritising financial responsibilities
- Adept at multitasking with Microsoft Office expertise. Efficiently manages multiple tasks, including navigating various systems and applications.
Employee Benefits
- Health and well-being programs
- Flexible working conditions
- Education assistance
- Purchased leave
- Employee assistance program
- Reward and recognition program
- Free Will preparation
- Employee social club
We are an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, we will respond to requests for reasonable adjustments from applicants with disabilities. We strongly encourage applications from Aboriginal and Torres Strait Islander people
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Service Centre Consultant 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.
