Organisation : State Trustees Limited
Location : Melbourne
Work type : Full-time
Sector : Government
Salary type : Annual Package
Salary : Circa $95,000 + super pro rata
Application closing date : 14 May, 2023
About the organisation
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 people across 3 locations Footscray, Dandenong and Bendigo.
For more information about State Trustees and what we offer as an organisation, please visit www.statetrustees.com.au
About the role
About the Team
A core service of State Trustees is protecting the financial and legal interests of thousands of Victorians who are unable to manage their own affairs because of mental illness, injury or disability. Meeting the needs of these clients is the single focus of our Personal Financial Administration team.
About the Role
As a senior consultant, you will administer the legal and financial affairs to a portfolio of represented persons, as appointed by the Victorian Civil and Administrative Tribunal (VCAT), who no longer have the capacity to manage their own affairs. This portfolio will include legal, complex or highly sensitive matters that require resolution.
You will perform a variety of tasks daily, and these include;
- Manage legal and complex client circumstances and/or requirements, including those with extensive shareholdings, business, or family conflicts.
- Identify the legal rights of clients and initiate legal proceedings where necessary ensuring the clients best interests are upheld
- Complete complex and extensive reconciliations of bank accounts/other financial assets, Reviewing Trust and Estate documents
- Management of farms and complex financial/business affairs including obtaining and reviewing lease documents, business documents, Self-Managed Super Funds (SMSF) and Deeds
- Make applications to VCAT pursuant to EPOA Act and Guardianship and Administration Act 2019 for compensation independent of legal assistance
Skills and Experience
- Extensive experience in personal financial administration
- Ability to prepare commercial standard correspondence, reports and recommendations
- Understanding and experience dealing with clients with a disability
- Passionate about making a difference to the lives of Victoria’s most vulnerable people
- Sound financial analytic skills
- Excellent stakeholder engagement and professional communication skills
- Experience in mentoring others
- Basic computer literacy including competent use of Microsoft Office
- Intermediate financial analysis skills
Every client has an individual set of circumstances so no file or day is ever the same! Your hard work and commitment will be rewarded by seeing the positive impact your actions have on the lives of our clients.
Employee Benefits
Our people’s wellbeing is important, and we are proud to offer the following benefits:
- One-off work-from-home set up payment
- 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
Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.
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
Applications not allowed for this job listing.
Please quote in application: Senior Consultant, Legal Support – Financial Administration via Pro Bono Australia.
Sector: #Government
