Financial Assets Officer

State Trustees Limited; Greater Bendigo; Hybrid; AUD 50,000 - 65,000; 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 invites applications for a Financial Asset Officer (12-month fixed term, part-time 30.4 hours per week) in Bendigo with a hybrid work arrangement.

You will administer client assets, implement investment strategies and liaise with internal teams and external partners to maximise clients' financial potential. Strong administration in finance, basic accounting, investments knowledge, Excel skills, and clear communication are required.

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 (verbal and written).
• Confident with MS Excel.
• Strong attention to detail, systems skills, and a willingness to learn.

Responsibilities

• Assist in management of client assets to maximise financial potential.
• Implement investment strategies as per the financial plan.
• Liaise with internal teams to coordinate actions.
• Build and maintain relationships with external parties.

Skills

Administrative experience

Double-entry accounting

Investments knowledge

Clear communication

Attention to detail

Willingness to learn

Education

Diploma of 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.