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 n
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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-cooperative business unit.
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What you need nn
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 Yea, VIC, AU