Client Service Consultant - Financial And Legal Administration (Bendigo)

Client Service Consultant - Financial And Legal Administration (Bendigo)

06 Aug
|
State Trustees
|
Bendigo

06 Aug

State Trustees

Bendigo

Client Service Consultant - Financial and Legal Administration
Footscray, Dandenong or Bendigo location with adaptable, hybrid work arrangement
Salary circa $75k plus super
Applications close 26 July ****
About Us
At State Trustees, we support Victorians from allwalks of lifewith their financial and legal affairs, particularly during life's most important and challenging moments.
As a Victorian Government-backed organisation, we provide trusted services that help people plan, protect, and manage their affairs with confidence, ensuring peace of mind when it matters most.
About the Team
Our Financial Administration teams provide supportive services to assist clients in ensuring financial security, management of legal interests and access to entitled benefits. The Victorian Civil and Administrative Tribunal (VCAT) has determined these clients should have their financial affairs administered by State Trustees.
Our Primary Support teams support our clients in managing their day to day financial affairs. This support includes (but is not limited to) ensuring our clients received all their entitlements, managing their day to day expenses and assisting in budgeting for ongoing financial stability.
About the Role
Internally known as a Personal Financial Consultant, you will provide personal and tailored support to help individuals who, due to disability, illness or injury are unable to manage their financial and legal affairs and have been appointed by VCAT.




You will have a direct impact on providing quality service and support to clients allocated across the team whilst working closely with other consultants to assist them with financial administration support. You will be required to make quick, client focused decisions, in consultation with clients, whilst working in a cross-collaborative business unit.
Skills & Experience
Passionate about making a difference to the lives of Victoria's most vulnerable people
Sound financial analytic skills
Experience creating, managing, and modifying budgets and/or being responsible for finances
Ability to make decisions whilst showing empathy and compassion
Active listening skills and well-developed professional communication skills
Ability to have difficult conversations whilst being sensitive to client needs and wishes
Understanding and experience working with vulnerable people
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 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.
#J-*****-Ljbffr

📌 Client Service Consultant - Financial And Legal Administration (Bendigo)
🏢 State Trustees
📍 Bendigo

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