• Footscray, Dandenong or Bendigo location, flexible hybrid work
• Part time, 15.2 hours per week, flexible days
• 12 month contract
• Salary circa $98k plus super pro rata
• Manage complex legal matters for our clients
• Applications close 8 May 2024

About Us

We proudly serve as the public trustee of Victoria, driven by a strategic vision aimed at supporting Victorians in safeguarding and enhancing their legacies and financial well-being. Grounded in a strong sense of community, we provide essential financial and legal products and services, including Will Writing, Powers of Attorney, Executor Services, Trustee Services, and Personal Financial Administration. 

As a senior consultant, you will administer 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 resolution.

Your daily tasks will include;

• Manage legal and complex client circumstances and/or requirements, including extensive shareholdings, business, or family conflicts
• Identify the legal rights of clients and initiate legal proceedings where necessary ensuring the clients best interests are upheld
• Complete complex and extensive reconciliations of bank accounts/other financial assets
• Management of farms and complex financial/business affairs
• Make applications to VCAT pursuant to EPOA Act and Guardianship and Administration Act 2019 for compensation independent of legal assistance

Skills and Experience

• Extensive experience in personal financial administration
• Ability to prepare commercial standard correspondence, reports and recommendations
• Understanding and experience dealing with clients with a disability
• Passionate about making a difference to the lives of Victoria's most vulnerable people
• Sound financial analytic skills
• Excellent stakeholder engagement and professional communication skills
• Experience in mentoring others
• Basic computer literacy and competent use of Microsoft Office
• Intermediate financial analysis skills

Every client has 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.

Employee Benefits

• One-off work-from-home set up payment
• Career development
• Health & well-being programs
• Flexible work conditions
• Education assistance
• Purchased leave
• Employee assistance program
• Reward & recognition program
• Free Will preparation
• Retailer discounts
• Charitable workplace giving
• 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

Please click Apply to start the application process and ensure you include a cover letter and resume.