Client Engagement Consultant

Job Details
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Department: State Trustees Limited
Work Type: Ongoing - full time
Job Function: Finance
Classification: STL 4
Work Location: VIC - various
Reference: VG/FA/1663600ES
Closing Date: 02-Oct-2022
Salary Range: $67,965.00 - $81,573.00
Job Duration: N/A
Attachments: Client Engagement Consultant Position Description.pdf (PDF, 179KB)
Job Specification

Contact: Talent Acquisition team

Position Details

  • Footscray, Bendigo or Dandenong, with blended work from home/office arrangement
  • Salary circa $68k plus super
  • Applications close 2 October 2022

About Us

We are the public trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing. With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

We are significantly increasing the size of our client services teams, which means we have additional roles available to help us serve even more members of the Victorian community. For more information about State Trustees visit

About the Team

One of our core services is to provide supportive services to assist clients in ensuring financial security, management of legal interests and access to entitled benefits. The Victorian Civil and Administrative Tribunal (VCAT) has determined these clients should have their financial affairs administered by State Trustees.

About the Role

As the ‘face of State Trustees' for our Client Engagement Program, you will play a critical role in engaging with our existing clients through in-person visits to re-assess their financial needs, including their will and preferences.

This is a challenging and immensely rewarding role that will require you to think outside the square and apply your excellent problem-solving skills.

Skills and Experience

  • Relevant experience in a human services field
  • Ability to prepare commercial standard correspondence, reports and recommendations
  • Active listening and well-developed professional communication and presentation skills
  • Well-developed relationship management skills with the ability to make connections with diverse clients
  • Ability to make decisions and communicate with empathy and compassion
  • Understanding and experience dealing with clients with a disability and/or difficult or sensitive issues
  • Excellent stakeholder engagement skills
  • Strong focus on client service delivery excellence
  • Proficient in the use of MS Office suite
  • Highly motivated self-starter
  • A full valid unrestricted Victorian driver's licence

This role will require the successful candidate to utilise their own fully insured motor vehicle of which you will be reimbursed for kms used.

Employee Benefits

  • 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

Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.

Our Culture

For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion – we are here, we work together and we bring our best.

How to Apply

Click the Apply button to commence the application process. Make sure you include a cover letter and resume.

We are an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, we will respond to requests for reasonable adjustments from applicants with disabilities. We strongly encourage applications from Aboriginal and Torres Strait Islander people.

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