Onboarding Consultant

Job Details
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Department: State Trustees Limited
Work Type: Ongoing - full time
Job Function: Community Services
Classification: STL 4
Work Location: VIC - various
Reference: VG/FA/1663601ES
Closing Date: 02-Oct-2022
Salary Range: $67,965.00 - $81,573.00
Job Duration: N/A
Attachments: Onboarding Consultant Position Description.pdf (PDF, 141KB)
Job Specification

Contact: Talent Acquisition team
careers@statetrustees.com.au

Position Details

  • Footscray, Dandenong or Bendigo location with blended work from home/office arrangement
  • Salary circa $68,000 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 www.statetrustees.com.au

About the Team

A core service of State Trustees is protecting the financial and legal interests of thousands of Victorians who are unable to manage their own affairs because of mental illness, injury or disability. 

About the Role

As an Onboarding Consultant, you will be integral to the new client onboarding process for our Financial Administration clients. Through case management, you will confirm and protect new clients' assets, income and entitlements, assess clients' needs to set up an initial budget, and prepare clients for an ongoing relationship with State Trustees. 

You will also play a vital role in welcoming new clients to the organisation and helping them to understand the role State Trustees will play in their life to protect and manage their financial and legal affairs.

Skills & Experience

  • Experience working in a client outcome environment
  • Experience managing a caseload of clients
  • Capacity to have effective, person-centred financial conversations with a diverse range of people
  • Experience managing budgets and/or being responsible for finances
  • Strong commitment to and capacity for teamwork, collaboration and networking
  • Ability to prepare commercial standard correspondence, reports and recommendations
  • Well-developed verbal and written skills with the ability to build effective and trusting relationships with clients and people internally and externally.
  • Strong time and organisational management skills
  • Understanding and experience dealing with clients with a disability and vulnerable clients
  • Competent financial literacy
  • Basic computer literacy including competent use of Microsoft Office

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. Please 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 encourages applications from Aboriginal and Torres Strait Islander people.


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