Personal Financial Consultant - Integrated Support

State Trustees Limited; Melbourne; Híbrido; AUD 68.000 - 83.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Descripción de la vacante

State Trustees Limited is seeking a Personal Financial Consultant - Integrated Support to manage a diverse portfolio of clients with complex financial and legal needs. You will provide tailored support reflecting each client’s circumstances, will, and preferences, while working alongside other consultants in a collaborative environment.

You will contribute to quality service delivery across the Integrated Support unit, delivering practical financial administration and empathetic client care

Formación

• Proven ability to analyse financial data and trends.
• Experience creating, managing, and adjusting budgets.
• Demonstrated empathy and client-centered decision-making.
• Strong written and verbal communication skills.
• Active listening and professional communication.
• Ability to have difficult conversations with clients.
• Experience handling complex cases requiring oversight.
• Ability to prepare standard legal correspondence and reports.

Responsabilidades

• Manage a portfolio of clients with complex financial and legal needs.
• Provide tailored financial administration support and ensure quality service.
• Collaborate with other consultants in a cross-functional team to support client outcomes.

Conocimientos

Financial analysis

Budgeting

Empathy

Communication

Active listening

Difficult conversations

Case oversight

Legal communications

Descripción del empleo

Personal Financial Consultant - Integrated Support

• Footscray, Dandenong or Bendigo location with flexible, hybrid work arrangement
• Salary circa $75,000 plus super

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 State Trustees please visit www.statetrustees.com.au

About the Team

Our Financial Administration teams provide supportive services to help clients maintain their financial security, manage their legal interests and access the benefits and services they are entitled to. These are clients whose financial affairs VCAT has determined should be administered by State Trustees.

Our Integrated Support teams work with clients whose circumstances require more targeted support and expertise. This may include clients who own property, live in a Supported Residential Service, are beneficiaries of a trust, participate in the NDS or require support with infringements.

About the Role

As a Personal Financial Consultant - Integrated Support, you'll manage a portfolio of clients with complex financial and legal needs, providing tailored support that reflects their circumstances, will and preferences. You will have a direct impact on providing quality service and support to clients allocated across the team whilst working closely with other consultants to assist them with financial administration support. You will be able to make quick, client focused decisions in your role working in a cross-collaborative business unit

Skills & Experience

• Passionate about making a difference to the lives of Victoria's most vulnerable people
• 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

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

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.