Client Offboarding Officer

About this role

• Footscray location; flexible, hybrid work arrangement
• 2 days office attendance per week required
• Part-time: 30.4 hours per week, days flexible
• Salary circa $72,000 + super
• Applications close 10 March 2026

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.

We are a caring, passionate and united team 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

Internally known as a Finalisation Officer, you'll play an important role in bringing matters to an appropriate and respectful close for our clients and their families.

Working within our Finalisation team, you'll manage the conclusion of State Trustees services when a client's authority is revoked, transitions to another administrator, regains financial independence, or passes away.

You'll ensure client files are reviewed thoroughly, accounts are accurate, required documentation is prepared, and funds are distributed correctly and in line with authorised documentation and legislation. Most importantly, you'll provide clear, timely and compassionate communication to clients, families and stakeholders during what can often be complex or sensitive circumstances.

Skills & Experience

You are organised, detail-oriented and confident managing multiple files at different stages of completion. You bring empathy and professionalism when supporting people with disability, vulnerable clients and families from diverse backgrounds.

You will bring:

• Experience in a client-focused or service delivery environment
• Experience managing administrative or case-based work across multiple files
• Strong financial literacy, including experience with transactions, statements and payments
• Well-developed written and verbal communication skills
• Demonstrated ability to prepare accurate, professional correspondence and reports
• Strong time management skills and the ability to meet service standards
• Confidence using Microsoft Office and case management systems
• A collaborative mindset and commitment to continuous learning

Experience in financial services, community services, legal or disability sectors will be highly regarded. Knowledge of deceased estates or relevant legislation is desirable but not essential.

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. 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.