At a Glance
- Tasks: Support clients with financial and legal needs, making a real difference in their lives.
- Company: State Trustees, a trusted Victorian Government-backed organisation.
- Benefits: Competitive salary, flexible work, health programs, and education assistance.
- Other info: Diverse and inclusive workplace with great career growth opportunities.
- Why this job: Join a team that empowers vulnerable Victorians and makes impactful decisions.
- Qualifications: Strong financial skills, empathy, and excellent communication abilities.
The predicted salary is between 63000 - 77000 $ per year.
Footscray, Dandenong or Bendigo location with flexible, hybrid work arrangement.
Salary circa $75,000 plus super.
About State Trustees
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 Team
Our Financial Administration teams provide supportive services to help clients maintain their financial security, manage their legal interests and access the benefits and services they are entitled to. These are clients whose financial affairs VCAT has determined should be administered by State Trustees. Our Integrated Support teams work with clients whose circumstances require more targeted support and expertise. This may include clients who own property, live in a Supported Residential Service, are beneficiaries of a trust, participate in the NDIS or require support with infringements.
About the Role
As a Personal Financial Consultant – Integrated Support, you'll manage a portfolio of clients with complex financial and legal needs, providing tailored support that reflects their circumstances, will and preferences. You will have a direct impact on providing quality service and support to clients allocated across the team whilst working closely with other consultants to assist them with financial administration support. You will be able to make quick, client focused decisions in your role working in a cross-collaborative business unit.
Skills & Experience
- Passionate about making a difference to the lives of Victoria's most vulnerable people.
- Sound financial analytic skills.
- Experience creating, managing, and modifying budgets and/or being responsible for finances.
- Ability to make decisions whilst showing empathy and compassion.
- Active listening skills and well-developed professional communication skills.
- Ability to have difficult conversations whilst being sensitive to client needs and wishes.
- Experience working with involved cases which require significant oversight.
- Ability to prepare commercially standard legal correspondence, reports and recommendations.
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 recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. If you think you can do the job and would be a great fit for our team, we'd love to hear from you.
Client Services Consultant employer: State Trustees
State Trustees in Victoria is an exceptional employer that prioritises the well-being of its employees while making a significant difference in the lives of vulnerable Victorians. With a supportive work culture, flexible hybrid working arrangements from Footscray or Dandenong, and ample opportunities for professional growth, you will find a rewarding environment where your contributions truly matter.
