Hybrid Part-Time Financial Assets Officer - Bendigo

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

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.