Community Finance Consultant

4 weeks ago

Frankston, Australia State Trustees Full time
Footscray, Dandenong or Bendigo location with flexible hybrid work arrangement
Salary circa $72,000 plus super

Applications close 24 September

About Us
We help Victorians protect their financial wellbeing and legacy.
As the state's public trustee, we provide wills, powers of attorney, executor and financial administration services with care and purpose.
For more information visit www.statetrustees.com.au
About the Role
Internally known as a Personal Financial Consultant - Integrated Support, you'll work with clients under VCAT appointment who require targeted financial support.
These clients may own property, live in supported accommodation, or participate in programs like the NDIS.
You'll manage complex financial matters, including budgets, entitlements, and payments—while building relationships with clients and their support networks to ensure decisions align with their needs, wishes, and wellbeing.
This is a client-facing role where empathy, professionalism and sound financial judgement are key.
You'll be supported by experienced peers and leaders in a collaborative, multidisciplinary team.

What You'll Do

Administer day-to-day financial affairs for clients who cannot manage them independently
Build budgets, oversee payments, manage property and entitlements
Liaise with clients, families, advocates and support services to determine client needs and preferences
Support clients to access benefits, services, and entitlements such as NDIS or trust income
Prepare reports, recommendations and legal correspondence when required
Work cross-functionally with internal experts (legal, tax, financial planning)

Skills & Experience

Experience working in the disability, mental health or human service sector'
Strong financial literacy and experience managing budgets or financial decisions
Excellent communication and interpersonal skills
Empathy, active listening, and the ability to have difficult conversations
A passion for supporting vulnerable individuals
Experience with complex client cases or financial oversight

Knowledge of, or willingness to learn, relevant legislation (e.g., Guardianship and Administration Act)
Employee 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

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
Click Apply to start your application and include a cover letter and resume.
We value diversity and inclusion, and welcome applicants of all backgrounds.
If you think you'd be a great fit, we'd love to hear from you.

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