Client Financial Consultant

About this role

• Footscray, Dandenong or Bendigo location with flexible hybrid work arrangement
• Salary circa $70,000 plus super
• Applications close 8 June

About Us

We support Victorians in protecting and growing their financial wellbeing and legacy. As the state's public trustee, we serve those who, due to disability, illness or injury, are unable to independently manage their financial and legal affairs.

We provide services like will writing, powers of attorney, executor services, and financial administration, and we do it with compassion, professionalism, and a strong sense of public purpose.

For more information visit www.statetrustees.com.au

About the Role

Internally known as a Personal Financial Consultant - Integrated Support, you'll work with clients under VCAT appointment who require targeted financial support. These clients may own property, live in supported accommodation, or participate in programs like the NDIS.

You'll manage complex financial matters, including budgets, entitlements, and payments—while building relationships with clients and their support networks to ensure decisions align with their needs, wishes, and wellbeing.

This is a client-facing role where empathy, professionalism and sound financial judgement are key. You'll be supported by experienced peers and leaders in a collaborative, multidisciplinary team.

What You'll Do

• Administer day-to-day financial affairs for clients who cannot manage them independently
• Build budgets, oversee payments, manage property and entitlements
• Liaise with clients, families, advocates and support services to determine client needs and preferences
• Support clients to access benefits, services, and entitlements such as NDIS or trust income
• Prepare reports, recommendations and legal correspondence when required
• Work cross-functionally with internal experts (legal, tax, financial planning)

Skills & Experience

• Strong financial literacy and experience managing budgets or financial decisions
• Excellent communication and interpersonal skills
• Empathy, active listening, and the ability to have difficult conversations
• A passion for supporting vulnerable individuals
• Experience with complex client cases or financial oversight 

Knowledge of, or willingness to learn, relevant legislation (e.g., Guardianship and Administration Act)

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

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

Click the Apply button to commence the application process. Please 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.