Footscray, Dandenong or Bendigo location with flexible, hybrid work arrangement * Salary circa $75,000 plus super * Applications close 20 September ****About State TrusteesAt State Trustees, we support Victorians from all walks of life with their financial and legal affairs, particularly during life's most key 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 the TeamOur 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 RoleAs 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 & ExperiencePassionate about making a difference to the lives of Victoria's most vulnerable peopleSound financial analytic skillsExperience creating, managing, and modifying budgets and / or being responsible for financesAbility to make decisions whilst showing empathy and compassionActive listening skills and well-developed professional communication skillsAbility to have difficult conversations whilst being sensitive to client needs and wishesExperience working with involved cases which require significant oversightAbility to prepare commercially standard legal correspondence, reports and recommendationsEmployee BenefitsCareer developmentHealth and well-being programsFlexible working conditionsEducation assistancePurchased leaveEmployee assistance programReward and recognition programFree Will preparationRetailer discountsCharitable workplace givingEmployee social clubWe 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