Integrated Support Financial Consultant (Hybrid)

State Trustees Limited; Melbourne; 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 to manage a portfolio of clients with complex financial and legal needs, delivering tailored support that reflects their circumstances, will and preferences. You will work closely with other consultants to provide financial administration support across a cross-collaborative unit.

Based in Footscray, Dandenong or Bendigo with a hybrid work arrangement, the role offers a salary around $75,000 plus super and

Qualifikationen

• Strong financial analytic skills.
• Experience creating, managing, and modifying budgets.
• Ability to make decisions with empathy and compassion.
• Excellent client communication and active listening abilities.

Aufgaben

• Manage a portfolio of clients with complex financial and legal needs.
• Provide tailored financial administration support reflecting client circumstances and preferences.
• Collaborate with Integrated Support and other consultants in a cross-functional team.
• Prepare commercially standard legal correspondence, reports and recommendations.

Kenntnisse

Financial analysis

Budget management

Empathy & compassion

Active listening

Client communication

Jobbeschreibung

State Trustees Limited is seeking a Client Services Consultant - Financial Administration to manage a portfolio of clients with complex financial and legal needs, delivering tailored support that reflects their circumstances, will and preferences. You will work closely with other consultants to provide financial administration support across a cross-collaborative unit.

Based in Footscray, Dandenong or Bendigo with a hybrid work arrangement, the role offers a salary around $75,000 plus super and