19 Sep
|
State Trustees
|
Victoria
19 Sep
State Trustees
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-team-oriented 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.
#J-*****-Ljbffr
📌 Client Services Consultant - Financial Administration (Victoria)
🏢 State Trustees
📍 Victoria