Client Services Consultant - Financial Administration

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

Internally known as a Personal Financial Consultant – Integrated Support, you'll manage a portfolio of clients with complex financial and legal needs, providing tailored support that reflects their circumstances, will and preferences.

Key responsibilities

• You will have a direct impact on providing quality service and support to clients allocated across the team whilst working closely with other consultants to assist them with financial administration support.
• You will be able to make quick, client focused decisions in your role working in a cross-collaborative business unit.

What you need

• Experience creating, managing, and modifying budgets and/or being responsible for finances.
• Passionate about making a difference to the lives of Victoria's most vulnerable people.
• Sound financial analytic skills.

Client Services Consultant - Financial Administration Yea, VIC, AU