Charitable Trust Consultant

Job Details
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Department: State Trustees Limited
Work Type: Fixed term - full time
Job Function: Administration / Secretarial
Classification: CL 2
Work Location: Melbourne - Western Metro
Reference: VG/CS/1355072ES
Closing Date: 21-Sep-2018
Salary Range: $51,640 - $70,137
Job Duration: 3 months
Attachments: Charitable Trust Consultant Position Description.pdf (PDF, 48KB)
Job Specification

Contact: Recruitment Team

Position Details

  • 3 month contract
  • Flexible days available
  • Based at Head Office in Footscray
  • Applications close 21 September 2018

About the Company
State Trustees provides a comprehensive range of trustee, executor and personal financial administration services to Victoria and has done so for generations. As a state-owned company we are committed to helping our clients realise their full potential and offer tailored solutions that can help all Victorians, at every stage in life's journey.

About the Team
Our Charitable Trusts team encourages community philanthropy by offering individuals and companies an easy and effective way to give to charities within Australia.

About the Role
Ideal role for an enthusiastic self-managed individual to administer a portfolio of charitable trusts have been established from specific bequests or public appeal.


  • Administer grant application and distribution processes
  • Liaise with trustees/advisory committees and grant seekers
  • Guide and support potential clients to determine and achieve individual charitable goals
  • Prepare high quality correspondence & reports
  • Work within legislative guidelines and adhering to policies & procedures


Skills and Experience

  • Business administration experience
  • Ability to interpret Wills and Trust Deeds
  • Ability to prepare commercial standard correspondence, reports and recommendations
  • Well developed professional communication skills
  • Competent financial literacy
  • Competent in using Microsoft Office

A background in the community or philanthropic sector will be highly regarded.

Employee Benefits
We offer a range of employee benefits including:

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

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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