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Trust Consultant (STL 2)

Job posted: 24/06/2022
Applications close: 08/07/2022 (Midnight)
8 days remaining

8 days remaining

Job Description

Location: Melbourne | Western Metropolitan

Job type: Full time

Organisation: State Trustees Limited

Salary: $52,110 - $59,721

Occupation: Finance

Reference: VG/TS/1613416/ES4

Reference: VG/TS/1613416/ES4

Occupation: Finance

Salary Range: $52,110 - $59,721

Work location: Melbourne | Western Metropolitan

  • Footscray location, with blended working from home/office arrangement
  • Full time, permanent role
  • Make a difference to people's lives
  • Salary circa $52k + Super + Employee Benefits
  • Excellent career development opportunities
  • Applications close 8 July 2022

 

About State Trustees

We provide 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

We have an excellent opportunity for an individual to join our Trustee Services department. We are looking for an individual with a focus on customer service to carry out trustee responsibilities and to proactively manage a client portfolio of low complexity and low balance trusts.

Duties

  • Manage the administration of a client portfolio within the guidelines of relevant legislation including ongoing file management & detailed client correspondence
  • Assessment of applications for funds including authorising documents and payments appropriately
  • Ensure all assets of the allocated client portfolio are appropriately managed & protected
  • Identify and report opportunities for improvements to processes & procedures

Skills & Experience

To be successful you will need to demonstrate:

  • Strong verbal and written communication skills
  • Excellent attention to detail and organisational skills
  • Excellent time management and organisational skills
  • Efficient in the Microsoft suite including a basic skill level with Microsoft Excel

Employee Benefits

We offer a range of employee benefits including:

  • 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

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. In your application, please include a cover letter and resume. You will not need to address the Key Selection Criteria (KSC) in a separate document. Please skip over this part in the application process.

State Trustees is an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees will respond to requests for reasonable adjustments from applicants with disabilities.

State Trustees strongly encourages applications from Aboriginal and Torres Strait Islander people. 

 

Trust Consultant (STL 2)

Job type:

Full time

Job classification:

STL 2

Contact:

Talent Acquisition | careers@statetrustees.com.au

Trust Consultant (STL 2)