Personal Financial Consultant - Legal 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/1663604ES
Closing Date: 02-Oct-2022
Salary Range: $67,965.00 - $81,573.00
Job Duration: N/A
Attachments: Personal Financial Consultant Legal Support position description.pdf (PDF, 177KB)
Job Specification

Personal Financial Consultant Legal Support position description.pdf (PDF, 177KB)
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 and what we offer as an organisation, please 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. 

The Legal Support team manages the legal and complex issues for clients who no longer have the capacity to manage their own affairs, where a legal, complex or highly sensitive matter requires resolution. Core issues include the management and resolution of alleged financial elder abuse, crimes compensation, TAC and TFM claims, family law matters and property disputes.

About the Role

As a Personal Financial Consultant, you will be supporting a portfolio of clients who no longer have capacity to manage their own affairs where legal and other sensitive matters require resolution.

You will have direct client impact and provide support to the clients whilst working closely with Senior Legal 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

Our people's wellbeing is important, and we are proud to offer the following 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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