Personal Financial Consultant - State Trustees - GovernmentCareer - State

First listed on: 11 January 2020

Personal Financial Consultant 

  • Footscray, Dandenong or Bendigo
  • Multiple roles available in 2020 - full-time, part-time, permanent and fixed term
  • Make a difference in our community

About State Trustees
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. For more information about State Trustees please visit

About the Role
Our consultants provide personal and tailored support to help more than 9500 Victorians who, due to disability, illness or injury and are unable to manage their financial and legal affairs and have been appointed to us to assist them by VCAT.

We are doing things a little differently with new and exciting changes to our service delivery model. We are opening registrations of interest in these roles for 2020 and we will have opportunities for Consultants across our multiple sites, streams of work and either part time, full time, fixed term or permanent arrangements.

You will use your exceptional multi-tasking and prioritisation skills to problem solve and make informed decisions for clients in accordance with their will & preferences.

Skills & Experience

  • Ability to deal with high volume administration
  • Strong professional communication skills
  • Experience and understanding in working with people with a disability/additional needs
  • Compassionate and empathetic
  • Ability to review information and make sound recommendations
  • Competent financial literacy

A business administration background in the trustee, financial, legal or disability and/or qualification in finance, nursing & social work will help you secure this role.

Who we're looking for?
We're searching for people who bring their whole selves to work, are committed to working as a team and helping our clients achieve their best and maximise their opportunities. We believe in giving things a go, learning and course-correcting and are wanting everyone to embrace this spirit of change, initiative and innovation in all the things we do. So, if you're a superstar team player with an outcomes-focus and customer-centric lens who doesn't shy away from change, then we want to hear from you!

Employee Benefits

  • Career development
  • Health & well-being programs
  • Flexible work conditions
  • Education assistance
  • Purchased leave
  • Employee assistance program
  • Reward & 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
If you're keen on a highly rewarding role, click Apply to start the application process. Please ensure you include a cover letter and resume.

We are an Equal Employment Opportunity employer committed to fairness, diversity and respect and will respond to requests for reasonable adjustments from applicants with disabilities. We strongly encourage applications from Aboriginal and Torres Strait Islander people.

Please click the 'Apply Now' button below.