Trust Consultant

Apply your strong customer service skills to this fast-paced, autonomous role where you will carry out trustee responsibilities and proactively manage a client portfolio.
Job Details
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Department: State Trustees Limited
Work Type: Fixed term - full time
Job Function: Finance
Classification: STL 4
Work Location: Greater Melbourne
Reference: VG/TS/1750250ES-F
Closing Date: 02-Oct-2023
Salary Range: $69,324.00 - $83,205.00
Job Duration: 12 months
Attachments: Trust Consultant - Managed Team Position Description.pdf (PDF, 147KB)
Job Specification

Contact: Talent Acquisition team

Position Details

  • Footscray or Dandenong location, with flexible working from home/office arrangement
  • From $69,000 plus super, depending on experience
  • 12 month contract
  • Application close 2 October 2023 

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.

For more information about how State Trustees assists Victorians please visit our website

About the Role

We have a rewarding 12-month opportunity for an individual with a financial planning, accounting, or trusts background to manage a portfolio of trusts. In this role you will carry out a trustee role by: 

  • Providing a high level of customer service to our clients and other stakeholders as the primary point of contact, both verbally and in writing, to ensure the administration of the trust is managed appropriately
  • Assist clients with funding requirements and arranging suitable payments in line with trust requirements and trust value
  • Liaise with other internal teams, to meet Financial Planning and Asset protection requirements
  • Prepare documentation to meet regulatory requirements.

Skills and Experience

We are looking for a client-centric, enthusiastic person who can bring a fresh perspective and contribute to a high-performing and client focussed team. You will also need to demonstrate:

  • Previous experience in a financial planning, accounting/bookkeeping or trusts environment
  • Excellent customer service skills
  • Experience in case managing a portfolio of claims
  • Ability to prioritise work and manage work within service levels
  • Proactive communication with clients via phone and email
  • Ability to synthesise diverse points of view and recognise solutions
  • Competent financial literacy
  • Basic computer skills including use of Microsoft Office.

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. 

Employee Benefits

We offer a range of employee benefits including:

  • 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 

If you're keen to join our journey, click the Apply button to commence the application process. Make sure you 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. If you think you can do the job and would be a great fit for our team, we'd love to hear from you.

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