Address Footscray, Dandenong or Bendigo location with flexible hybrid work arrangement
Salary circa $70,000 plus super
Applications close 31 March 2024
About Us
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.
About the Team
Our Financial Administration teams 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 Integrated Support teams work with clients who have particular circumstances that require targeted support to meet their individual financial needs. This may include clients who own their own property, reside in a Supported Residential Service, or have other things going on in their life that requires management such as being a beneficiary of a trust, are an NDIS participant or require support related to their infringements.
About the Role
Internally known as a Personal Financial Consultant-Integrated Support, you will provide personal and tailored support to help individuals who, due to disability, illness or injury are unable to manage their financial and legal affairs and have been appointed by VCAT.
You will have a direct impact on providing quality service and support to clients allocated across the team whilst working closely with other consultants to assist them with Financial Administration support. You will be able to make quick, client focused decisions in your role working in a cross-collaborative business unit
Skills & Experience
Passionate about making a difference to the lives of Victoria's most vulnerable people
Sound financial analytic skills
Experience creating, managing, and modifying budgets and/or being responsible for finances
Ability to make decisions whilst showing empathy and compassion
Active listening skills and well-developed professional communication skills
Ability to have difficult conversations whilst being sensitive to client needs and wishes
Experience working with involved cases which require significant oversight
Ability to prepare commercially standard legal correspondence, reports and recommendations
Employee Benefits
One-off work-from-home set up payment
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
How to Apply
Click the Apply button to commence the application process; include a cover letter and resume.
We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background.
