Pension Assistant

Job Details
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Department: State Trustees Limited
Work Type: Fixed term - full time
Job Function: Community Services
Classification: STL 2
Work Location: VIC - various
Reference: VG/PRS/1673783ES
Closing Date: 30-Jan-2023
Salary Range: $52,110.00 - $59,721.00
Job Duration: until April 2023
Attachments: Pension Assistant Position Description.pdf (PDF, 183KB)
Job Specification

Contact: Talent Acquisition team

Position Details

  • Footscray or Dandenong location, with blended work from home/office arrangement
  • Identify, secure, maintain and provide quality control of client pension entitlements
  • Full time fixed term contract until 30 June 2023
  • Applications close 30 January 2023

About State Trustees

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 Role

We have an excellent opportunity for an individual to join us as a Pension Assistant and support our Pension Consultants in identifying, securing, maintaining and providing quality control of client pension entitlements. This role will suit a results orientated individual that has strong customer service skills and enjoy working within a team environment.


  • Processing and analysing correspondence from Pension agencies
  • Completing pension applications and/or associated forms directly related to the client's pension entitlements
  • Preparing high quality standard correspondence
  • Identifying & reviewing discrepancies in clients pension entitlements and either actioning and/or referring

Skills & Experience

  • Experience in processing high volume tasks with efficiency and accuracy
  • Relevant administration and customer service experience
  • Demonstrated ability to prepare commercial standard correspondence
  • Sound communication skills (written and spoken)
  • Computer literacy including basic skill level of Microsoft Excel

Candidates with an understanding of pensions and Centrelink entitlements and/or previous experience working within the financial services sector will be highly regarded.

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 Employee Value Proposition

Our work has purpose.  It inspires us to collaborate, learn and innovate together so that we do better – by our community, ourselves and each other – every day. 
We're a caring and united team, passionate about making a difference. Flexible and inclusive, we value our diversity. We bring our whole selves to what we do and actively support everyone's wellbeing.

How to Apply

Click the Apply button to commence the application process. In your application, make sure you include a cover letter and resume. You do not need to address the KSC (Key Selection Criteria) and may skip over this part in the application process.

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 encourage applications from Aboriginal and Torres Strait Islander people.

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