Senior Personal Financial Consultant

Job Details
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Department: State Trustees Limited
Work Type: Ongoing - full time
Job Function: Legal
Classification: CL3AEA
Work Location: Melbourne - Western Metro
Reference: VG/CS/1355077E
Closing Date: 23-Sep-2018
Salary Range: $75,048 - $98,022
Job Duration: N/A
Attachments: Senior Personal Financial Consultant Position Description.pdf (PDF, 214KB)
Job Specification

Contact: Recruitment Team

Position Details

  • Based at our Footscray office
  • Full time permanent role
  • Salary circa $75K + super + great employee benefits
  • Applications close 23 September 2018

About Us
We provide Victorians with financial and legal assistance during all stages of their life, including specialised services and products such as Will Writing, Powers of Attorney, Executor Services, Trustee Services, and Personal Financial Administration.

For more information about how State Trustees assists Victorians please visit our website

About the Role
Within this role you will be responsible for administering the legal and financial affairs to a portfolio of represented persons, as appointed by the Victorian Civil and Administrative Tribunal (VCAT), who no longer have the capacity to manage their own affairs. This portfolio will include legal, complex or highly sensitive matters that require timely resolution.

Every client will have an individual set of circumstances so no file or day is ever the same! Your hard work and commitment will be rewarded by seeing the positive impact your actions have on the lives of our clients.


While the scope of the legally appointed Administrator encompasses a broad spectrum of responsibilities this role focuses on the following activities:

  • Investigating potential legal remedies
  • Managing identified legal issues
  • Managing complex asset structures (including farms and businesses)
  • Managing complex family dynamics
  • Managing client expectations
  • Attending Court (to provide instructions to acting solicitors)
  • Attending mediations (to provide instructions to acting solicitors)
  • Appearing before Victorian Civil and Administrative Tribunal- Guardianship List

Skills and Experience

  • Extensive experience in personal financial administration
  • Well-developed professional communication skills (written and spoken)
  • Demonstrated ability to prepare commercial standard correspondence & reports
  • Understanding and experience dealing with clients with a disability
  • Demonstrated experience in mentoring others
  • Basic computer literacy including competent use of Microsoft Office
  • Intermediate financial analysis skills
  • Knowledge of relevant legislation particularly the Trustees Act 1958, Guardianship and Administration Act 1986 and State Trustees (State Owned Company) Act 1994

Experience in a legal background and/or trustee/financial services field 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 CV.

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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