Senior Personal Financial Consultant (CL 3)

Job posted: 15/09/2021
Applications close: 29/09/2021 (Midnight)
8 days remaining

8 days remaining

Job Description

Location: Melbourne | Western Metropolitan

Job type: Full time

Organisation: State Trustees Limited

Salary: Salary not specified

Occupation: Legal

Reference: VG/FA/1566880ES

Reference: VG/FA/1566880ES

Occupation: Legal

Salary Range: Salary not specified

Work location: Melbourne | Western Metropolitan

  • Footscray location, with blended work from home/office arrangement
  • Circa $80,000 plus super
  • Full time, ongoing
  • Applications close 29 September 2021

About Us

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.

For more information about how State Trustees assists Victorians please visit our website www.statetrustees.com.au

About the Role

A core service of State Trustees is protecting the financial and legal interests of thousands of Victorians who are unable to manage their own affairs because of mental illness, injury or disability.

  • Completes complex and extensive reconciliations of bank accounts/other financial assets, investigates and gathers information and provides a brief to our internal legal area or external legal panel where applicable
  • Manage a legal or complex issue end to end where no litigation is applicable
  • Managing interjurisdictional legal and complex issues via registration of Orders in respective jurisdiction
  • Research and understanding of applicable legislation to an issue
  • Ensures all legal matters are proactively progressed and documented
  • Communicating with clients and their families
  • Managing complex client circumstances and/or requirements
  • Attend VCAT hearings, mediations and at times Court (with solicitor support)

Skills and Experience

  • Passionate about making a difference to the lives of Victoria's most vulnerable people
  • Ability to make decisions whilst showing empathy and compassion
  • Active listening skills & well-developed professional communication skills
  • Ability to have difficult conversations whilst being sensitive to client needs
  • Experience working with complex cases which require significant support
  • Ability to prepare commercial standard legal correspondence, reports and recommendations
  • Excellent stakeholder engagement skills
  • Knowledge of the Guardianship and Administration Act 1986 and 2019 highly regarded
  • A legal qualification is not required.

Employee Benefits

  • Career development
  • Flexible working conditions
  • Education assistance
  • Purchased leave
  • Employee assistance program
  • Reward and 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 the Apply button to commence the application process. Please include a cover letter and resume.

We're an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, we will respond to requests for reasonable adjustments from applicants with disabilities.

We strongly encourage applications from Aboriginal and Torres Strait Islander people.

Senior Personal Financial Consultant (CL 3)

Job type:

Full time

Job classification:

CL 3


Talent Acquisition | talent@statetrustees.com.au

Senior Personal Financial Consultant (CL 3)