Job Description
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.
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Key responsibilities
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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.
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You will be able to make quick, client focused decisions in your role working in a cross-team-oriented business unit.
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What you need
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Experience creating, managing, and modifying budgets and/or being responsible for finances.
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Passionate about making a difference to the lives of Victoria's most vulnerable people.
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Sound financial analytic skills.
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📌 Client Services Consultant - Financial Administration (Victoria)
🏢 State Trustees
📍 Victoria