This role supports the oversight of financial affairs for vulnerable customers who are unable to manage their finances independently. You will work with privately appointed financial managers to ensure customers’ income, assets and expenses are properly accounted for, their needs are being met and financial decisions are made in their best interests.

Depending on the team, the position may focus on reviewing annual financial accounts and supporting documentation or providing guidance and assessing significant financial decisions, including the sale and acquisition of property.

Key responsibilities

Review financial accounts, budgets, transactions and supporting documentation

Obtain and verify evidence of income, expenditure, assets and liabilities

Identify missing information, unusual transactions or potential concerns

Assess requests and make decisions in accordance with relevant policies, procedures and financial management authorities

Consider the individual circumstances and best interests of vulnerable customers

Provide information and guidance to privately appointed financial managers

Review significant changes to customers’ financial affairs, including property-related decisions

Follow up overdue accounts and outstanding documentation

Maintain accurate case notes, records and written decisions

Manage a high-volume caseload and contribute to reducing an established backlog





Conduct outbound calls and handle transferred enquiries where required

Escalate complex matters, complaints or potential financial misuse appropriately

About you

You will have:

Experience reviewing financial information, budgets, accounts or supporting evidence

A practical understanding of income, expenditure, assets, liabilities and budgeting

Experience applying policies and procedures to make or recommend decisions

Strong analytical skills and excellent attention to detail

Experience working with or supporting vulnerable, older or disabled customers

The ability to consider both financial information and the human circumstances behind each matter

Confidence conducting firm, respectful conversations and requesting additional evidence

Resilience when dealing with frustrated or challenging stakeholders

Robust written communication, case management and recordkeeping skills

The ability to manage competing priorities and a high-volume workload

Relevant qualifications in finance, accounting, social work, community services or a related discipline will be highly regarded; however, extensive relevant experience will also be considered.

You must be available to work from the Parramatta office five days per week. Working from home is not available for this assignment.

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📌 Client Service Officers (Sydney)
🏢 Complete Staff Solutions
📍 Sydney