Job Description

Team Leader, Client Payments and Receipting

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- Bendigo location with flexible, hybrid work arrangement
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About State Trustees

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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.

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About the role

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As the Team Leader, Payments and Receipting, you'll lead a team responsible for ensuring client funds are received, accurately allocated and paid within required timeframes.It's a role where your leadership and attention to detail have a direct impact on the financial wellbeing of our clients. You'll make sure the team delivers high-quality, timely services while also looking for smarter ways to work.

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This is an opportunity to combine people leadership, financial operations and continuous improvement, with a strong focus on using technology, automation and better processes to improve the way we deliver services to our clients

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Skills & Experience required

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You're an experienced people leader who enjoys bringing together people, process and technology to deliver better outcomes. You'll bring:

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- Experience leading and supervising a small to medium-sized team.
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- Solid financial administration skills, including the ability to review, reconcile and interpret financial information and documentation.
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- Proven ability to identify opportunities to improve,



simplify and redesign processes.
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- Strong stakeholder and relationship management skills, with the confidence to work across teams and with external providers.
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- Excellent communication skills and the ability to explain complex or sensitive issues clearly and professionally.
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- Strong organisational skills and the ability to manage competing priorities in a deadline-driven environment.
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- Sound computer literacy, including experience using Microsoft Office.
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- Relevant tertiary qualification in business, finance or a related discipline, or equivalent experience.
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Experience in financial services, trustee services, pensions, entitlements or personal financial administration would be highly regarded.

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Employee Benefits

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Our people's wellbeing is important, and we are proud to offer the following benefits:

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- Health and well-being programs
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- Flexible working conditions
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- Education assistance
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- Purchased leave
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- Employee assistance program
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- Reward and recognition program
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- Free Will preparation
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- Employee social club
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Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.

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Our Culture

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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.

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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.

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📌 Team Leader, Client Payments and Receipting (Bendigo)
🏢 State Trustees
📍 Bendigo