Job Summary
- Applications close:
- Job posted on: 5th Jul 2020
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 please visit www.statetrustees.com.au
One of our core services is to 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 New Client team plays the critical role of onboarding newly-appointed clients with a commitment to delivering excellent client service. They identify and secure client assets, income and entitlements and also negotiate agreements regarding clients' financial circumstances.
With a passion for exceptional client service, you will be a team player who provides personal and tailored support to help individuals who, due to disability, illness or injury, are unable to manage their financial and legal affairs.
You will set up our clients for success by taking the time to understand their situation and needs, including their budget requirements, and action these accordingly before transitioning them for ongoing management.
This is a fast paced and broad role that requires exceptional multi-tasking and prioritisation skills combined with the ability to problem solve and make decisions.
Business administration experience preferably within the financial, legal or disability sectors will help you secure this role.
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.