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Salary- Footscray, Dandenong or Bendigo location with flexible hybrid work arrangement
- Salary circa $70,000 plus super
- Applications close 31 March 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.
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
- 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
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.
