Integrated Financial Consultant - Client Services (Hybrid)

State Trustees Limited; Greater Bendigo; Hybrid; AUD 68.000 - 83.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

State Trustees Limited is seeking a Client Services Consultant – Financial Administration in Victoria. You will manage a portfolio of clients with complex financial and legal needs, providing tailored support and collaborating with colleagues to deliver effective administration.

The role supports a cross‑functional team in a hybrid work arrangement, with a focus on delivering quality service to vulnerable clients and ensuring compliant, timely outcomes.

Qualifikationen

• Sound financial analytic skills.
• Experience creating, managing, and modifying budgets and/or being responsible for finances.
• Ability to make decisions whilst showing empathy and compassion.
• Active listening skills and well-developed professional communication skills.
• Ability to have difficult conversations whilst being sensitive to client needs and wishes.
• Experience working with involved cases which require significant oversight.
• Ability to prepare commercially standard legal correspondence, reports and recommendations.

Aufgaben

• Manage a portfolio of clients with complex financial and legal needs, providing tailored support.
• Work closely with other consultants to assist with financial administration support.
• Make quick, client‑focused decisions in a cross‑collaborative environment.

Kenntnisse

Financial analysis

Budgeting

Client communication

Empathy

Active listening

Difficult conversations

Case oversight

Legal documents

Jobbeschreibung

State Trustees Limited is seeking a Client Services Consultant – Financial Administration in Victoria. You will manage a portfolio of clients with complex financial and legal needs, providing tailored support and collaborating with colleagues to deliver effective administration.

The role supports a cross‑functional team in a hybrid work arrangement, with a focus on delivering quality service to vulnerable clients and ensuring compliant, timely outcomes.