Personal Financial Consultant
Make a difference to the lives of thousands of Victorians and join our client focussed team to help manage our clients' financial & legal affairs.
Summary about this job
Client Services
Company: State Trustees Ltd
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-2-6315-9885
Fax: +61-8-3419-3485
E-mail: n\a
Site: n\a
Detail information about job Personal Financial Consultant. Terms and conditions vacancy
- Footscray location, close to public transport, ample car and bicycle parking
- Liaise directly with clients, family members and 3rd parties
- Help clients with a mental illness/disability make the most of opportunities
- Footscray location
- Applications closing 24 July 2018
About the Company
State Trustees is a state government owned company that plays an important role in building awareness and educating the community to protect the legacy and financial affairs of Victorians - we believe every Victorian deserves to live on, that's why we exist. We employ close to 400 people, across three office locations, our people come from a diverse range of backgrounds and industries providing administration, trustee and estate related services to the Victorian community.
About the Role
You will work ina team of professionals who provide personal and tailored support to help individuals who, due to disability, illness or injury and are unable to manage their financial and legal affairs and have been appointed by VCAT.
Role Requirements
This is a broad role that requires the successful candidate to demonstrate exceptional multi-tasking and prioritisation skills combined with the ability to problem solve and make decisions.
To be successful, you will need to demonstrate:
- Relevant administration experience
- Ability to prepare commercial standard correspondence, reports and recommendations
- Well-developed professional communication skills (written and spoken)
- Understanding and experience dealing with clients with a disability
- Competent financial literacy
- Basic computer literacy including competent use of Microsoft Office
Business administration experience preferably within the financial, legal or disability sectors will help you secure this role.
Employee Benefits
State Trustees offers a range of employee benefits; including career development, health and well-being programs, flexible working conditions, education assistance, purchased leave, an employee assistance program, reward and recognition program, free will preparation, retailer discounts, charitable workplace giving and an employee social club. However most importantly, you will be part of an organisation that is committed to delivering a public benefit to the Victorian community.
Watch our video on why we are a great organisation to work for and why you should consider joining State Trustees by copying this link in your browser; State Trustees - Our People (YouTube)
How to Apply
Click the Apply button to commence the application process. In your application, please attach a cover letter and resume.
Employment at State Trustees is conditional upon satisfactory Criminal History Check and Anti Money Laundering Check.
State Trustees is an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees will respond to requests for reasonable adjustments from applicants with disabilities.
State Trustees strongly encourages applications from Aboriginal and Torres Strait Islander people.