Organisation : State Trustees Limited
Location : Melbourne (Footscray)
Work type : Full-time
Sector : Government
Salary type : Annual Package
Salary : Circa $70,000 plus super
Application closing date : 13 Dec, 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.
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
One of our core services is to 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.
About the Role
Internally known as a Financial Independence Consultant, you will manage the financial and legal affairs of VCAT appointed clients. You will work with them to guide and empower them to develop and, in some cases, regain their financial independence. This will involve creating a plan, guiding our clients to implement their plan, with the assistance of their family and support network that could foster long term successful financial independence.
Skills and Experience
Ideally you will have a robust background in human services, specifically in supporting vulnerable individuals, adept at forging impactful connections, and demonstrating a genuine commitment to nurturing personal growth. Proficiency in financial literacy and capabilities is essential for this role.
Employee Benefits
Our people’s wellbeing is important, and we are proud to offer the following benefits:
- 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
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.
Why You'll love working here
Work from home
Employee discount
Professional development assistance
Health insurance
How to apply
Applications not allowed for this job listing.
Please quote in application: Case Manager – Financial Independence via Pro Bono Australia.
Sector: #Government
