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Form of work
Salary- Footscray or Dandenong location with combined work from home and office arrangement
- Salary circa $73k plus super depending on experience
- Applications close 13 February 2024
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. We look after more than $2.26 billion in client assets and last financial year generated more than $72 million in revenue.
For more information about State Trustees and what we offer as an organisation, please visit
About the Role
As an Attorneyships Consultant, you will provide a high level of customer service and make financial and legal decisions for a portfolio of clients under an Enduring Power of Attorney (EPA) arrangement.
Your responsibilities in his role will include:
- Liaising directly with clients and their family members
- Engaging regularly with service providers and industry professionals to ensure clients daily bills are paid for and they receive the service and benefits in accordance with their needs
- Assisting our clients so they have a smooth entry into aged care
- Ensuring that clients' assets are protected and managed in their best interest, including preparing properties for sale
- Developing and maintaining client budgets including approving payments
- Preparing high quality reports to external organisations, such as VCAT
To be successful you will need to demonstrate:
- Strong customer service, problem solving and negotiation skills
- Previous administration or case management experience (preferred)
- Ability to communicate effectively to our clients or their representative/s over the phone and in writing. We are looking for someone who will treat our clients like they are ‘part of their family'
- Ability to prepare professional and customer focussed correspondence, reports, and recommendations
- Understanding of lifestyle issues faced by clients
Employee Benefits
We offer a range of employee benefits including:
- Career development
- Health and well-being programs
- Flexible working conditions
- Purchased leave
- Employee assistance program
- Reward and recognition program
- Free Will preparation
- Retailer discounts
- Charitable workplace giving
Click the Apply button to commence the application process. In your application, please include a cover letter and resume.
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.
