Job Details
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
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
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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