• Footscray, Dandenong or Bendigo location with flexible hybrid work arrangement
• Part-time and full-time roles available
• Join our free Financial Administration Careers Information Session on 14 June
• Salary circa $69,000 plus super

About Us

We are the Public Trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing. With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

We employ people from a range of backgrounds and industries within a client-focused environment that is supportive, inclusive and team-oriented.

About the Team

Our Financial Administration teams provide supportive services to assist clients in ensuring financial security, management of legal interests and access to entitled benefits. The Victorian Civil and Administrative Tribunal (VCAT) has determined these clients should have their financial affairs administered by State Trustees.

Our Integrated Support teams work with clients who have particular circumstances that require targeted support to meet their individual financial needs. This may include clients who own their own property, reside in a Supported Residential Service, or have other things going on in their life that requires management such as being a beneficiary of a trust, are an NDIS participant or require support related to their infringements.

About the Role

You will provide personal and tailored support to help individuals who, due to disability, illness or injury are unable to manage their financial and legal affairs and have been appointed by VCAT.

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

• Career development
• Health and well-being programs
• Flexible working conditions
• Education assistance
• Purchased leave
• Employee assistance program
• Reward and recognition program
• Free Will preparation
• Retailer discounts
• Charitable workplace giving
• Employee social club

How to Apply

If you're keen to join our organisation in this highly rewarding role, click "Apply Now". You will be redirected to our website with further instruction on how to apply.

If you have any questions please contact the Talent Acquisition team at [email protected] using the subject line: Personal Financial Consultant - Integrated Support enquiry via EthicalJobs.

A position description is attached.