Client-Focused Financial Consultant — Integrated Support

State Trustees Limited; Yea; On-site; AUD 65,000 - 85,000; Full time

Job summary

State Trustees Limited is seeking a Client Services Consultant - Financial Administration to manage a portfolio of clients with complex financial and legal needs in Victoria. You will deliver tailored support, reflecting clients' circumstances, will, and preferences, and work with a team of consultants to ensure accurate financial administration.

The role requires budgeting experience, strong financial analysis, and a genuine commitment to improving outcomes for Victoria's most vulnerable

Qualifications

• Experience creating, managing, and modifying budgets.
• Financial analytics skills.
• Passionate about helping Victoria's vulnerable people.

Responsibilities

• Provide quality service and support to clients across the team.
• Collaborate with consultants to assist with financial administration.

Job description

State Trustees Limited is seeking a Client Services Consultant - Financial Administration to manage a portfolio of clients with complex financial and legal needs in Victoria. You will deliver tailored support, reflecting clients' circumstances, will, and preferences, and work with a team of consultants to ensure accurate financial administration.

The role requires budgeting experience, strong financial analysis, and a genuine commitment to improving outcomes for Victoria's most vulnerable