Personal Financial Consultant

Job Details
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Department: State Trustees Limited
Work Type: Fixed term - full time
Job Function: Community Services
Classification: CL 2
Work Location: Melbourne - Western Metro
Reference: VG/CS/1291488E
Closing Date: 24-Aug-2017
Salary Range: $51,640 - $70,137
Job Duration: Ending 29/08/2018
Attachments: Personal Financial Consultant Position Description.pdf (PDF, 126KB)
Job Specification

Contact: Recruitment Team

Position Details

  • Footscray location, close to public transport, ample parking options and bicycle lockers
  • $59,389 annual base salary + super
  • Make a difference to people's lives
  • Applications closing 24 August 2017

About the Company

State Trustees is a state government owned company that plays an important role in building awareness and educating the community to protect the legacy and financial affairs of Victorians - we believe every Victorian deserves to live on, that's why we exist.

We have an uncompromisingly client-focused working environment that is supportive, inclusive and team-oriented.  We employ approximately 400 people from a range of backgrounds and industries enabling us to provide administration, trustee and estate related services - as well as, the State's community services obligations, for the public benefit, often in circumstances where no other provider will meet their needs.

We make a difference in the lives of Victorians by providing an empathetic, dedicated and client centric service - the best interests of our clients are at the heart of everything we do.


About the Role

The Personal Financial 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.


Role Requirements

This is a broad role that requires the successful candidate to demonstrate exceptional multi-tasking and prioritisation skills combined with the ability to problem solve and make decisions. Proven experience in business administration preferably within the financial, legal or disability sectors will help you secure this role.

We're seeking the following skills and experience….

  • Relevant administration experience
  • Demonstrated 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
  • Basic computer literacy including competent use of Microsoft Office

Employee Benefits

State Trustees offers a range of employee benefits; including career development, health and well-being programs, flexible working conditions, education assistance, purchased leave, an employee assistance program, reward and recognition program, free will preparation, retailer discounts, charitable workplace giving and an employee social club. However most importantly, you will be part of an organisation that is committed to delivering a public benefit to the Victorian community.

How to Apply

Click the Apply button to commence the application process. In your application, please address the “Knowledge, skill and experience requirements” section in the attached Job Specification.

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.

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