Footscray or Dandenong location with flexible, hybrid work arrangement
Salary circa $72,000 plus super
Applications close 29 September 2025
About State TrusteesWe 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 please visitAbout the RoleAs an Attorneyships Consultant, you will provide a high level of customer service and make financial and legal decisions for a portfolio of clients under an Enduring Power of Attorney (EPA) arrangement.As a case manager, you will manage a mix of clients who have capacity and non-capacity and we be required to tailor your service based on their capacity.Within this role, you will:
Liaise directly with clients and their family members
Engage regularly with service providers and industry professionals to ensure clients daily bills are paid for and they receive the service and benefits in accordance with their needs
Assist our clients so they have a smooth entry into aged care
Ensure clients' assets are protected and managed in their best interest, including preparing properties for sale
Develop and maintain client budgets including approving payments
Prepare high quality reports to external organisations, such as VCAT
Skills and ExperienceTo be successful you will need to demonstrate:
Strong customer service, problem solving and negotiation skills
Administration or case management experience (preferred)
Ability to communicate effectively to our clients or their representative/s over the phone and in writing. We are looking for someone who will treat our clients like they are ‘part of their family'
Ability to prepare professional and customer focussed correspondence, reports, and recommendations
Superior organisational and planning skills
Resilient approach to provide the best service for our clients
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 BenefitsWe are proud to offer the following benefits:
One-off work-from-home set up payment
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.How to ApplyClick the Apply button to commence the application process. In your application, please include a cover letter and resume.We value diversity and inclusion, and welcome applicants of all backgrounds, abilities, and identities. If you believe you're the right fit, we'd love to hear from you.
