Personal Financial Consultant - Specialised Support

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/1663603ES
Closing Date: 02-Oct-2022
Salary Range: $67,965.00 - $81,573.00
Job Duration: N/A
Attachments: Personal Financial Consultant Specialised Support position description.pdf (PDF, 181KB)
Job Specification

Contact: Talent Acquisition team

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

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. 

This Specialised Support team manages the financial and legal affairs of our most vulnerable clients whose circumstances are complex and unique and which could further be complicated with multiple critical factors, such as the loss of formal or informal support, mental health concerns and/or disabilities, substance abuse, financial abuse, being at risk from others or demonstrates violent behaviour, at risk accommodation or difficult relations (family breakdowns or conflict) etc.  These clients are appointed to us through the Victorian Civil Administrative Tribunal.

About the Role

As a Personal Financial Consultant, you will support clients with complex needs in the administration of their financial and legal affairs in line with the Guardian and Administration Act 1986 and 2019.

You will have a direct impact on providing quality service and support to the clients allocated to this team whilst working closely with Specialised Support Consultants to assist them with financial administration support.

Skills & Experience

  • Relevant administration experience
  • Ability to prepare commercial standard correspondence, reports and recommendations
  • Well-developed professional communication skills (written and spoken)
  • Understanding and experience dealing with clients with a disability
  • Competent financial literacy
  • Basic computer literacy including competent use of Microsoft Office

Business administration experience preferably within the financial, legal or disability sectors will help you secure this role.

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

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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