Senior Client Engagement Consultant

About the Team
The Client Engagement Team is part of our Financial Administration team and works directly with clients across Victoria. Our team travels to meet with clients in person, building trust and understanding to improve the support they receive and ensure their financial plans reflect their current needs and wishes. 

About the Role
As a Senior Client Engagement Consultant, you'll be the face of State Trustees for many of our clients. You'll travel across the region to visit clients in their homes or accommodation settings, ensuring their financial arrangements are up to date and aligned with their goals, preferences and wellbeing.

You'll work independently but with strong team support, and collaborate closely with clients, families, advocates and internal colleagues to make sure services are tailored and effective.

Key responsibilities include:

• Reassessing budgets and financial needs
• Confirming and documenting each client's current Will and preferences
• Making and implementing any changes to financial arrangements
• Supporting new clients through onboarding visits
• Representing State Trustees at VCAT, as required
• Participating in community education and mentoring other Consultants
• This is a varied and rewarding role where no two days are the same. You'll need to think on your feet, build strong relationships, and bring a mix of professionalism, empathy and confidence to your work.

About you

You're a natural communicator who enjoys working directly with people. You're confident making decisions, calm under pressure, and bring a respectful and open-minded approach when dealing with people from diverse backgrounds.

To succeed in this role, you'll need:

• Experience in a client-facing role (human services, community support, social work or similar)
• Strong written and verbal communication skills
• Ability to make sound decisions with care and professionalism
• Experience supporting people with disability, mental illness or complex needs
• Confidence working independently, managing your own schedule
• High level of attention to detail and admin accuracy
• A current Victorian driver's licence and access to a fully insured vehicle (kilometres reimbursed)

Employee Benefits

Our people's wellbeing is important, and we are proud to offer the following 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
• Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians. 

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.