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Financial consultant for aged care clients

Melbourne
beBeeFinancial
Financial Consultant
Posted: 24 June
Offer description

Job Title: Financial Consultant for Aged Care Clients

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We are seeking a highly skilled and compassionate individual to join our team as a Financial Consultant for Aged Care Clients. In this role, you will be responsible for providing exceptional financial administration services to clients who have been appointed to us via VCAT.

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The ideal candidate will possess strong administration experience, with a high degree of accuracy and attention to detail. You will need to be comfortable working with regulated processes and decision-making frameworks, as well as having excellent written and verbal communication skills.

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In addition to your technical skills, you will need to be able to work directly with clients, families, and service providers to provide tailored financial solutions. Financial case management experience or financial literacy is highly desirable, as is knowledge of public sector entitlements or aged care fee structures.

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This is an excellent opportunity to join a dynamic and supportive team that is dedicated to improving the lives of vulnerable Victorians. If you are passionate about making a difference and have the necessary skills and qualifications, we would love to hear from you.

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Key Responsibilities:

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* Provide exceptional financial administration services to clients
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* Manage client files end-to-end, analysing financial options and administering assets
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* Prepare correspondence and reports, and make decisions that support clients' wellbeing and financial interests
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* Work directly with clients, families, and service providers to provide tailored financial solutions
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Requirements:

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* Strong administration experience with a high degree of accuracy
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* Excellent written and verbal communication skills
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* Comfortable working with regulated processes and decision-making frameworks
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* Financial case management experience or financial literacy (highly desirable)
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* Knowledge of public sector entitlements or aged care fee structures (highly desirable)
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Benefits:

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* A competitive salary and benefits package
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* Opportunities for professional development and growth
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* A dynamic and supportive work environment
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* The chance to make a real difference in the lives of vulnerable Victorians
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About Us:

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We are a leading provider of financial administration services to individuals and families in Victoria. Our team is dedicated to providing exceptional support and guidance to our clients, and we are committed to making a positive impact on their lives.

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Contact Us:

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To apply for this role, please submit your application through our website. We look forward to hearing from you!

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Seniority Level: Entry level

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Employment Type: Full-time

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Job Function: Finance and Sales

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