Personal Financial Consultant, Aged Care
Join to apply for the Personal Financial Consultant, Aged Care role at State Trustees
Personal Financial Consultant, Aged Care
5 days ago Be among the first 25 applicants
Join to apply for the Personal Financial Consultant, Aged Care role at State Trustees
Get AI-powered advice on this job and more exclusive features.
* Footscray, Dandenong or Bendigo location with blended work from home/office arrangement
* Salary circa $70k plus super
About the Team
The Aged Care Transition Team supports clients moving from independent living into permanent aged care. We provide financial administration and legal oversight to protect their assets and entitlements, ensuring a smooth, secure transition with a focus on compassion, compliance, and informed decisions.
About the Role
As a Personal Financial Consultant, you will manage the financial and legal affairs of clients who have been appointed to State Trustees via VCAT. You will play a key part in helping vulnerable Victorians by providing high-quality financial administration during their transition into aged care.
This role is not a support or carer role, it is a client-facing business administration role that involves regular communication with aged care providers, families, legal representatives, and financial institutions.
You'll be responsible for managing client files end-to-end, analysing financial options, administering assets, preparing correspondence and reports, and making decisions that support your clients' wellbeing and financial interests.
What We're Looking For
We're seeking someone who combines professional empathy with sharp attention to detail, and who thrives in a structured, process-driven environment. You will need:
* Strong administration experience with a high degree of accuracy
* Experience handling financial or legal documentation (e.g. invoices, contracts, statements)
* Comfortable working with regulated processes and decision-making frameworks
* Professional written and verbal communication skills, including the ability to draft letters and reports
* Proven ability to work directly with clients, families and service providers
* Financial case management experience or financial literacy (e.g. budgeting, fee analysis, pensions/benefits)
* Confidence using Microsoft Office and internal recordkeeping systems
* Familiarity with aged care, disability services or working with vulnerable clients (highly desirable)
* Knowledge of public sector entitlements or aged care fee structures (highly desirable)
Employee Benefits
Our people's wellbeing is important, and we are proud to offer the following 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
Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.
Our Culture
For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion – we are here, we work together, and we bring our best.
We value diversity and aim to create a workplace where everyone feels they belong. If you have the skills and think you're a good fit, we'd love to hear from you no matter your background.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
Referrals increase your chances of interviewing at State Trustees by 2x
Sign in to set job alerts for “Personal Financial Consultant” roles.
Melbourne, Victoria, Australia 5 days ago
Melbourne, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia A$90,000.00-A$90,000.00 11 hours ago
Melbourne, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia 6 days ago
Melbourne, Victoria, Australia 2 weeks ago
Payroll & Accounts Officer | Immediate Start
Melbourne, Victoria, Australia 5 days ago
Accounts Administration Officer with BAS Agent Registration
Melbourne, Victoria, Australia 1 week ago
Melbourne, Victoria, Australia 3 weeks ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr