Attorneyships Consultant

Job Details
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Department: State Trustees Limited
Work Type: Ongoing - full time
Job Function: Finance
Classification: CL 2
Work Location: Melbourne - Western Metro
Reference: VG//CS/1306608E
Closing Date: 07-Dec-2017
Salary Range: $51,640 - $70,137
Job Duration: N/A
Attachments: Attorneyships Consultant Position Description.pdf (PDF, 142KB)
Job Specification

Contact: Recruitment Team

Position Details

  • Based at our Head Office in Footscray
  • Make a difference to people's lives
  • Applications close 7 December 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 purpose of this position is to provide a high level of customer service and to make financial and legal decisions for a portfolio of clients under an Enduring Power of Attorney (EPA).

Your responsibilities in his role will include:

  • Liaising directly with clients and their family members
  • Engaging regularly with service providers and industry professionals to ensure clients receive the service and benefits in accordance with their needs
  • Ensuring that clients' assets are protected and managed in their best interest
  • Developing and maintaining client budgets including approving payments
  • Providing high quality reports and written correspondence

Role Requirements

To be successful you will need to demonstrate:

  • Relevant administration experience
  • Strong customer service, problem solving and negotiation skills
  • Ability to communicate effectively and be adaptable in your delivery
  • Superior organisational and planning skills 
  • Ability to prepare commercial standard correspondence, reports, and recommendations
  • Understanding of lifestyle issues faced by customers

Ideally you will have an understanding of financial products and an ability to design financial budgets. This is a varied role offering a great team environment with challenging and rewarding work.

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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