20 Sep
|
State Trustees
|
Port Victoria
20 Sep
State Trustees
Port Victoria
Internally known 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.
Key responsibilities
- 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-cooperative business unit.
What you need
- Experience creating, managing, and modifying budgets and/or being responsible for finances.
- Passionate about making a difference to the lives of Victoria's most vulnerable people.
- Sound financial analytic skills.
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📌 Client Services Consultant - Financial Administration (Port Victoria)
🏢 State Trustees
📍 Port Victoria