Team Leader, Client Services - Financial Administration (Melbourne)

Team Leader, Client Services - Financial Administration (Melbourne)

06 Sep
|
State Trustees
|
Melbourne

06 Sep

State Trustees

Melbourne

- Footscray, Bendigo or Dandenong location, with flexible, hybrid work arrangement
- Salary circa $104k + super
- 12 month contract

About State Trustees

At State Trustees, we support Victorians from all walks of life with 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 Primary Support teams help clients manage their day-to-day financial affairs, including accessing entitlements, managing expenses and planning for ongoing financial wellbeing.

The clients we support have had their financial affairs placed under State Trustees' administration by the Victorian Civil and Administrative Tribunal (VCAT). Many are experiencing complex circumstances and may be living with disability, mental illness or other vulnerabilities.

About the Role

As a Team Leader, you will lead, coach and develop a team of Consultants who support a portfolio of clients with complex financial and legal needs.You will provide direction on complex matters, help your team navigate challenging situations and ensure clients receive a high standard of service. You'll monitor team performance, quality and compliance while identifying opportunities to improve the way we support our clients.

A key part of the role will be building strong relationships with internal and external stakeholders, including government agencies and community service providers.

This is a role for an experienced people leader who enjoys solving problems, making sound decisions and supporting others to deliver meaningful outcomes for vulnerable members of our community.





What You'll Bring

You'll be an experienced people leader who can build a positive, accountable and supportive team environment. You'll also bring:

- Experience leading and developing teams in a service-based environment
- Experience supporting people experiencing vulnerability or complex circumstances
- Strong problem-solving and decision-making skills, balancing empathy with sound judgement
- Experience in personal financial administration and financial analysis
- Ability to manage challenging conversations and resolve complex or sensitive issues
- Strong communication, relationship-building and stakeholder management skills
- Ability to monitor performance, quality and compliance and identify improvement opportunities
- Competent use of Microsoft Office

Experience in government, community services or working with government agencies such as Services Australia will be highly regarded, as will relevant tertiary or community services qualifications.

Employee Perks

- Flexible work conditions
- Education assistance
- Purchased leave
- Employee assistance program
- Reward & recognition program
- Free Will preparation
- 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.

As Victoria’s public trustee,



State Trustees has been helping protect the interests of Victorians since 1939. However, we have an even longer history dating back to the 1850s of involvement in administering deceased estates and managing the financial and legal affairs of people who are unable to do so due to disability, mental illness or other circumstances. For almost 50 years, State Trustees operated as the Public Trustee for Victoria which came about after the Victorian Government brought together most of the functions previously provided by the offices of the Curator of the estates of Deceased Persons and the Master in Equity. In November 1987, the State Trust Corporation of Victoria (trading as State Trustees) was created as a statutory corporation with its management being governed by a board of directors.

Source: this is an extract from the company’s own website

As Victoria’s public trustee, State Trustees has been helping protect the interests of Victorians since 1939. However, we have an even longer history dating back to the 1850s of involvement in administering deceased estates and managing the financial and legal affairs of people who are unable to do so due to disability, mental illness or other circumstances. For almost 50 years, State Trustees operated as the Public Trustee for Victoria which came about after the Victorian Government brought together most of the functions previously provided by the offices of the Curator of the estates of Deceased Persons and the Master in Equity. In November 1987, the State Trust Corporation of Victoria (trading as State Trustees) was created as a statutory corporation with its management being governed by a board of directors.

Source: this is an extract from the company’s own website

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📌 Team Leader, Client Services - Financial Administration (Melbourne)
🏢 State Trustees
📍 Melbourne

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