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 www.statetrustees.com.au
About the role
With a passion for exceptional client service, you will be a team player who provides personal and tailored support to help individuals who, due to disability, illness or injury, are unable to manage their financial and legal affairs.
About the Teams
Independent Living Team
Our independent living team plays the critical role of onboarding newly appointed clients with a commitment to delivering excellent client service. They identify and secure client assets, income and entitlements and negotiate agreements regarding clients' financial circumstances.
Aged Care Team
Our Aged Care team provide onboarding of newly appointed and existing clients within Aged Care. This team required to obtain knowledge and experience in aged care legislation, fees and chargers.
Financial Assets Management Team
The Financial Assets Management team (internally known as FAM) focus on the ongoing management and maintenance of clients financial and legal affairs and respond to client & 3rd party requests.
Internally known as the sections team, this team responsible for the preparation of reports to, and attendance of VCAT Guardianship and Administration hearings. The team provides an annual or triennial review of financial administration clients' affairs at the time of their preparation for reassessment.
Skills & Experience
Business administration experience preferably within the financial, legal or disability sectors will help you secure this role.
Our people's wellbeing is important, and we a range of employee benefits.
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.
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