Footscray, Dandenong or Bendigo location with adaptable, hybrid work arrangement * Salary circa $75,000 plus super * Applications close 20 September ****
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.
For more information about State Trustees please visit
About the Team
Our Financial Administration teams provide supportive services to help clients maintain their financial security, manage their legal interests and access the benefits and services they are entitled to. These are clients whose financial affairs VCAT has determined should be administered by State Trustees. Our Integrated Support teams work with clients whose circumstances require more targeted support and expertise. This may include clients who own property, live in a Supported Residential Service, are beneficiaries of a trust, participate in the NDIS or require support with infringements.
About the Role
As a Personal Financial Consultant - Integrated Support, you'll manage a portfolio of clients with complex financial and legal needs, providing tailored support that reflects their circumstances, will and preferences.



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 able to make quick, client focused decisions in your role 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
Experience working with involved cases which require significant oversight
Ability to prepare commercially standard legal correspondence, reports and recommendations
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
We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background.
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📌 Financial Administrator/ Financial Consultant (Melbourne)
🏢 State Trustees
📍 Melbourne