Financial Assets Officer

State Trustees Limited; Bendigo; Hybrid; AUD 52,000 - 75,000; Part time

Benefits offered by this job

Health and well-being programs

Flexible working conditions

Education assistance

Purchased leave

Employee assistance program

Reward and recognition program

Free Will preparation

Employee social club

Job summary

State Trustees Limited in Bendigo is seeking a part-time Financial Asset Officer (fixed-term 12 months) to manage client assets and implement investment strategies within a hybrid work setup.

The role requires administrative finance experience, basic accounting knowledge, and good communication. A Diploma in Financial Planning is desirable, with MS Excel proficiency and strong attention to detail.

Qualifications

• Administrative experience in a finance or asset-related environment.
• Understanding of basic accounting (double-entry) and account reconciliations.
• Foundational knowledge of investments and their characteristics.
• Clear, professional communication skill (verbal and written).
• Confidence preparing business correspondence and using MS Excel.
• Strong attention to detail, systems skills, and a willingness to learn.

Responsibilities

• Manage and administer client assets to maximise financial potential.
• Implement investment strategies as per the client financial plan.
• Liaise with internal teams and external parties to execute on plans and maintain relationships.

Skills

Administrative experience

Accounting knowledge

Investments knowledge

Communication skills

MS Excel

Attention to detail

Education

Diploma in Financial Planning or equivalent

Tools

MS Excel

Job description

• Bendigo location, with hybrid work arrangement


• Flexible, Fixed term (12 Month), Part-time opportunity to work 30.4 hours a week.

About State Trustees

At State Trustees, we support Victorians from all walks of life with their financial and legal affairs, particularly during life's most important and challenging moments. As a Victorian Government-backed organisation, we provide trusted services that help people plan, protect, and manage their affairs with confidence, ensuring peace of mind when it matters most.
For more information about how State Trustees assists Victorians please visit our website www.statetrustees.com.au

About the Role

Our Financial Asset Officers play an important role in the management of our client's assets and ensure investment strategies are implemented accordingly to maximise their financial potential. As part of the wider Professional Services group, you will administer and action on behalf of clients, in accordance with their financial plan. You will liaise with key people in the organisation to make this happen as well build and maintain strong relationships with external parties.

Skills & Experience

• Administrative experience in a finance or asset-related environment


• Understanding of basic accounting (double-entry) and account reconciliations


• A foundational knowledge of investments and their characteristics


• Clear, professional communication skill (verbal and written)


• Confidence preparing business correspondence and using MS Excel


• Strong attention to detail, systems skills, and a willingness to learn

Candidates who are studying and/or have completed a Diploma of Financial Planning or equivalent as well as experience within financial asset environment would be highly desirable.

Employee Benefits

• Health and well-being programs


• Flexible working conditions


• Education assistance


• Purchased leave


• Employee assistance program


• Reward and recognition program


• Free Will preparation


• 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.

For more information about how State Trustees assists Victorians please visit our website www.statetrustees.com.au

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.