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Personal financial consultant

Melbourne
State Trustees Limited
Financial Consultant
Posted: 7 December
Offer description

* Footscray location with flexible, hybrid work arrangement
* 12 month contract
* Applications close 4 December ****
About Us
We are the public trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing.
With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.
We are significantly increasing the size of our client services teams, which means we have additional roles available to help us serve even more members of the Victorian community.
For more information please visit
About the Team
A core service of State Trustees is protecting the financial and legal interests of thousands of Victorians who are unable to manage their own affairs because of mental illness, injury or disability.
The Legal Support team manages the legal and complex issues for clients who no longer have the capacity to manage their own affairs, where a legal, complex or highly sensitive matter requires resolution.
Core issues include the management and resolution of alleged financial elder abuse, crimes compensation, TAC and TFM claims, family law matters and property disputes.
About the Role
As a Personal Financial Consultant, you will be supporting a portfolio of clients who no longer have capacity to manage their own affairs where legal and other sensitive matters require resolution.
You will have direct client impact and provide support to the clients whilst working closely with Senior Legal Consultants to assist them with financial administration support.
Skills & Experience
* Experience working in human services, social work, community services or roles involving vulnerable clients
* Well-developed professional communication skills (written and spoken)
* Ability to manage sensitive conversations with empathy and confidence
* Ability to prepare commercial standard correspondence, reports and recommendations
* Understanding and experience dealing with clients with a disability and vulnerable clients
* Competent financial and computer literacy
Employee Benefits
Our people's wellbeing is important, and we are proud to offer the following benefits:
* Career development
* Health and well-being programs
* Flexible working conditions
* Education assistance
* Purchased leave
* Employee assistance program
* Reward and recognition program
* Free Will preparation
* Retailer discounts
* Charitable workplace giving
* 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.
How to Apply
Click the Apply button to commence the application process.
Please include a cover letter and resume.
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

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