2020 Intake - Personal Financial Consultant

Register your interest in our Personal Financial Consultant roles in 2020.
Job Details
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Department: State Trustees Limited
Work Type: Other
Job Function: Community Services
Classification: CL 2
Work Location: VIC - Multiple Locations
Reference: VG/ST/CS/1440922ES1
Closing Date: 28-Feb-2020
Salary Range: $54,251 - $73,684
Job Duration: N/A
Attachments: Personal Financial Consultant various locations Position Description.pdf (PDF, 111KB)
Job Specification

Contact: Talent Acquisition Team
talent@statetrustees.com.au

Position Details

  • Footscray, Dandenong or Bendigo locations
  • Multiple roles available in 2020 - full-time, part-time, permanent and fixed term
  • Make a difference in our community

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.

We are a caring, passionate and united team of 400 people across 3 locations Footscray, Dandenong and Bendigo. We look after more than $2.26 billion in client assets and last financial year generated more than $72 million in revenue.

For more information about State Trustees, please visit www.statetrustees.com.au

About the Role
Our Personal Financial Consultants provide personal and tailored support to help more than 9500 Victorians who, due to disability, illness or injury and are unable to manage their financial and legal affairs and have been appointed to us to assist them by VCAT.

We are doing things a little differently with new and exciting changes to our service delivery model. We are opening registrations of interest in these roles for 2020 and we will have opportunities for Consultants across our multiple sites, streams of work and either part time, full time, fixed term or permanent arrangements.

You will use your exceptional multi-tasking and prioritisation skills to problem solve and make informed decisions for clients in accordance with their will & preferences.

Skills & Experience

  • Ability to deal with high volume administration
  • Well-developed professional communication skills
  • Experience with working with people with a disability
  • Compassionate and empathetic
  • Ability to review information and make sound recommendations
  • Competent in financial literacy
  • Understanding and experience interacting with people with disability/special needs

A background in business administration preferably within the trustee, financial, legal or disability sectors will help you succeed in this role.

We will also welcome anyone who has a qualification in finance, nursing, & social work.

Who we're looking for?
We're searching for people who bring their whole selves to work, are committed to working as a team and helping our clients achieve their best and maximise their opportunities. We believe in giving things a go, learning and course-correcting and are wanting everyone to embrace this spirit of change, initiative and innovation in all the things we do. So, if you're a superstar team player with an outcomes-focus and customer-centric lens who doesn't shy away from change, then we want to hear from you!

Employee Benefits
We offer a range of benefits to you and your family:

  • 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
If you're keen to join our organisation in this highly transparent and rewarding role, click Apply to start the application process. In your application ensure you include a cover letter and resume. You will not need to address the Key Selection Criteria (KSC) as part of the application process, please skip this part when making your application.

We are an Equal Employment Opportunity employer committed to fairness, diversity and respect and 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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