Attorneyships Consultant

Job Details
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Department: State Trustees Limited
Work Type: Ongoing - full time
Job Function: Finance
Classification: STL 4
Work Location: Greater Melbourne
Reference: VG/TS/1691859E
Closing Date: 27-Jan-2023
Salary Range: $67,965.00 - $81,573.00
Job Duration: N/A
Attachments: No File Attached
Contact: Talent Acquisitions Team
careers@statetrustees.com.au

Position Details

  • Footscray or Dandenong location with combined work from home and office arrangement
  • Salary circa $68k plus super depending on experience
  • Applications close 27 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.

We are a caring, passionate and united team of 400 people across 3 locations Footscray, Dandenong and Bendigo. For more information about State Trustees and what we offer as an organisation, please visit www.statetrustees.com.au

 

About the Role

As an Attorneyships Consultant, you will provide a high level of customer service and make financial and legal decisions for a portfolio of clients under an Enduring Power of Attorney (EPA) arrangement.

You will manage a mix of clients, with and without capacity to make their own decisions, and will be required to tailor your service accordingly.

Your responsibilities in his role will include:

  • Liaising directly with clients and their family members
  • Engaging regularly with service providers and industry professionals to ensure clients' daily bills are paid and they receive services and benefits in accordance with their needs
  • Assisting our clients so they have a smooth entry into aged care
  • Ensuring that clients' assets are protected and managed in their best interest, including preparing properties for sale
  • Developing and maintaining client budgets, including approving payments
  • Preparing high quality reports to external organisations, such as VCAT

 

Skills and Experience

  • Strong customer service, problem solving and negotiation skills
  • Previous administration or case management experience (preferred)
  • Ability to communicate effectively to our clients or their representative/s over the phone and in writing. We are looking for someone who will treat our clients like they are ‘part of their family'
  • Ability to prepare professional and customer focussed correspondence, reports, and recommendations
  • Superior organisational and planning skills
  • Resilient approach to provide the best service for our clients
  • Understanding of lifestyle issues faced by clients

Ideally you will understand financial products and an possess the ability to design financial budgets. This is a varied role offering a great team environment with challenging and rewarding work.

 

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

 

How to Apply

Click the Apply button to commence the application process. In your application, please include a cover letter and resume.

We are an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees 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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