Personal Financial Consultant

Provide personal and tailored support to help clients who, due to disability, illness or injury are unable to manage their financial and legal affairs
Job Details
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Department: State Trustees Limited
Work Type: Ongoing - full time
Job Function: Community Services
Classification: STL 4
Work Location: Footscray
Reference: VG/FA/1799124ES
Closing Date: 19-Jun-2024
Salary Range: $70,710.00 - $84,869.00
Job Duration: N/A
Attachments: Personal Financial Consultant Position Description.pdf (PDF, 108KB)
Job Specification

Contact: Talent Acquisition team

Position Details

  • Footscray, Dandenong or Bendigo location with flexible work from home and office arrangement   
  • Salary circa $70,000 plus super
  • Applications close 19 June 2024  

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.

About the Team 

The VCAT Preparation team reviews clients whose administration orders are due to be re-assessed and potentially re-appointed under the Guardianship & Administration Act 2019. They address complex issues that may have arisen during State Trustees administration. This includes consulting with external stakeholders, completing a review with the client, consulting with them in relation to their budget, the financial independence program, and gathering a client's will and preference in accordance with the new Act.  

About the Role 

As a Personal Financial Consultant, you will provide personal and tailored support to help individuals who, due to disability, illness or injury and are unable to manage their financial and legal affairs and have been appointed by VCAT. 

This is a broad role that requires the successful candidate to demonstrate exceptional multi-tasking and prioritisation skills combined with the ability to problem solve and make decisions.  

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

  • One-off work-from-home set up payment
  • 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

How to Apply

Click the Apply button to commence the application process; include a cover letter and resume.

We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. 

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