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16

February

Personal Financial Consultant

State Trustees - Australia,

Voluntary, Charity & Social Work
Source: uWorkin

JOB DESCRIPTION

Footscray or Dandenong location only
Make a difference to people's lives
Applications closing 16 February 2021

About UsAs the public trustee of Victoria we support Victorians to protect and grow their legacy and financial wellbeing at all stages of life. For more information about State Trustees and what we offer as an organisation, please visit www.statetrustees.com.au
About the RoleThe Financial Administration Consultants at State Trustees provide personal and tailored support to help individuals who, due to disability, illness or injury and are unable to manage their financial and legal affairs and have been appointed by VCAT.
As a member of the New Client Team, you will identify, secure and manage a portfolio of clients' assets, income and entitlements as well as negotiate agreements in respect to client's financial circumstances.
Skills & Experience

Relevant administration experience
Ability to prepare commercial standard correspondence, reports and recommendations
Well-developed professional communication skills (written and spoken)
Understanding and experience dealing with clients with a disability
Competent financial literacy
Understanding in aged care fees structure and assessment criteria
Basic computer literacy including competent use of Microsoft Office

Business administration experience preferably within the trustee, financial, legal or disability/aged care sectors will help you be successful in this role.
Employee Benefits
We offer a range of employee benefits including:

Flexible working conditions
Career development
Health and well-being programs
Free Will preparation
Retailer discounts
Education assistance
Purchased leave
Reward and recognition program
Charitable workplace giving
Employee assistance program
Employee social club

How to Apply
Click the Apply button to commence the application process. In your application, please include a cover letter and resume. You will not need to address the Key Selection Criteria (KSC) as part of the application process, please skip this part when making your application.
Employment at State Trustees is conditional upon satisfactory Criminal History Check and Anti Money Laundering Check.
State Trustees is an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees will respond to requests for reasonable adjustments from applicants with disabilities.
State Trustees strongly encourages applications from Aboriginal and Torres Strait Islander people.

Please click the 'Apply Now' button below.