2020 Intake - Personal Consultant (CL 2 )

Job posted: 11/02/2020
Applications close: 31/03/2020 (Midnight)
38 days remaining

38 days remaining

Job Description

Location: North West Region | Bendigo

Job type: Not provided

Organisation: State Trustees Limited

Salary: $54,251 - $73,684

Occupation: Customer Service/Call Centre

Reference: VG/ST/CS/1444819ES2

Reference: VG/ST/CS/1444819ES2

Occupation: Customer Service/Call Centre

Salary Range: $54,251 - $73,684

Work location: North West Region | Bendigo

  • Bendigo location
  • Multiple roles available in 2020 - full-time, part-time, permanent and fixed term
  • Be part of a values-based organisation dedicated to caring for our clients

About State Trustees
State Trustees provides Victorians with financial and legal assistance during all stages of their life, including specialised services and products such as Will Writing, Powers of Attorney, Executor Services, Trustee Services, and Personal Financial Administration.

About the Role
Internally known as a Personal Consultant, you will be the first point of contact for State Trustees. 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.

We are doing things a little differently with new and exciting changes to our service delivery model. We are opening registrations of interest in these roles for 2020 and we will have opportunities for call centre operators in our conveniently located Bendigo office.

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 manage in-bound calls from a unique client base
  • Handle enquires around personal financial circumstances
  • Approve financial transactions
  • Resolve enquires
  • Maintain and update the client database
  • Provide exceptional customer service

Skills & Experience

  • Superior communication and customer service skills
  • 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.

Who we're looking for?
We're searching for people who bring their whole selves to work, are committed to working as a team and helping our clients achieve their best and maximise their opportunities. If you're a superstar team player with an outcomes-focus and customer-centric lens who doesn't shy away from change, then we want to hear from you!

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

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
Click Apply to start the application process and ensure you include a cover letter and resume.

We are an Equal Employment Opportunity employer committed to fairness, diversity and respect and will respond to requests for reasonable adjustments from applicants with disabilities. We strongly encourage applications from Aboriginal and Torres Strait Islander people.

2020 Intake - Personal Consultant (CL 2 )

Job type:

Not provided

Job classification:

CL 2


Talent Acquisition Team | talent@statetrustees.com.au

2020 Intake - Personal Consultant (CL 2 )