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Personal Consultant - Inbound Contact Centre - Bendigo

State Trustees Limited
  • Bendigo location with blended work from home/office arrangement
  • Salary $59,722 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 are a caring, passionate and united team of 400 people across 3 locations Footscray, Dandenong and Bendigo. For more information about State Trustees and what we offer as an organisation, please visit www.statetrustees.com.au

About the Role

As the first point of contact for our organisation, you will answer calls and provide personal service to our customers, including tailored support to assist more than 9500 Victorians who, due to disability, illness or injury and are unable to manage their financial and legal affairs and have been appointed to us to assist them by VCAT.

As a result of recently announced government funding and as part of our exciting new changes to our service delivery model, we have new opportunities to be a part of our busy Contact Centre located in the heart of Bendigo.

Working in a large team, you will have the support of hands-on leaders and colleagues to provide superior customer service in this front-line rewarding role.


  • Effectively managing in-bound calls from a unique client base
  • Handling enquires around personal financial circumstances
  • Approving financial transactions
  • Resolving enquires
  • Maintaining and updating the client database
  • Providing exceptional customer service

Skills and Experience

  • Superior communication and customer service skills
  • Previous experience in a busy customer service and team-based environment
  • Sound problem solving and decision-making skills
  • Understanding of financial concepts
  • Computer literacy with a minimum typing speed of 40 wpm and a high level of accuracy

Experience within a contact centre environment and/or working with clients with additional needs will be highly regarded.

Employee Benefits

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

Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.

Our Culture

For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion – we are here, we work together, and we bring our best.

How to Apply

If you're keen to join our organisation in this highly rewarding role, click Apply. 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 careers@statetrustees.com.au using the subject line: Personal Consultant - Inbound Contact Centre - Bendigo enquiry via EthicalJobs.

A position description is attached.

How to apply

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