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April

Attorneyships Consultant (Cl 2 )

State Trustees Limited - Melbourne, VIC

Accounting
Source: uWorkin

JOB DESCRIPTION

  • Located at our Footscray, Dandenong or Bendigo office
  • Salary circa $63k + super + employee benefits
  • Full time, Ongoing
  • Applications closes 20 April 2021

About Us
As the public trustee of Victoria, we support Victorians to protect and grow their legacy and financial wellbeing at all stages of life.

For more information about State Trustees and what we offer as an organisation, please visit www.statetrustees.com.au

About the Role
The purpose of this position is to provide a high level of customer service and to make financial and legal decisions for a portfolio of clients under an Enduring Power of Attorney (EPA).

Your responsibilities in his role will include:

  • Liaising directly with clients and their family members
  • Engaging regularly with service providers (eg.aged care, utility providers, NDIS providers etc) and industry professionals to ensure clients receive the service and benefits in accordance with their needs
  • Ensuring that clients' assets are protected and managed in their best interest
  • Developing and maintaining client budgets including approving payments
  • Regular communication with clients and family members, both written and verbal
  • Preparing high quality reports to external organisation, such as VCAT

Skills and Experience
To be successful you will need to demonstrate:

  • Previous administration or case management experience
  • Strong customer service, problem solving and negotiation skills
  • Ability to communicate effectively and be adaptable in your delivery
  • Superior organisational and planning skills 
  • Ability to prepare professional and customer focussed correspondence, reports, and recommendations
  • Understanding of lifestyle issues faced by clients

Ideally you will understand financial products and an ability to design financial budgets. This is a varied role offering a great team environment with challenging and rewarding work.

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

How to Apply
Click the Apply button to commence the application process. In your application, please include a cover letter and resume.

Employment at State Trustees is conditional upon satisfactory Criminal History Check and Anti Money Laundering Check.

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.

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