Community Finance Consultant

19 hours 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.

  • High-Powered Automotive Finance Professional Wanted

    1 day ago

    Frankston, Australia beBeeBusiness Full time $90,000 - $120,000

    About the RoleThis is a unique opportunity to become part of a highly successful and award-winning team as a Business Manager.As a key member of the team, you will play a pivotal role in facilitating the sale of new and pre-owned vehicles by providing expert advice and assistance with finance and insurance solutions.Key Responsibilities:Facilitating Sales:...

  • Key Finance Operations Specialist

    1 day ago

    Frankston, Australia beBeeAdministration Full time $60,000 - $100,000

    Our finance operations play a pivotal role in delivering seamless customer experiences and driving business growth. At the heart of this lies the Accounts and Administration Officer position, an exciting opportunity to contribute to our organisation's success.This role is responsible for processing accounts receivable and payable transactions with precision...

  • Storage Consultant

    7 days ago

    Frankston, Australia Storage King Full time

    Part time | No late nights or Public Holidays - Competitive hourly rate | Monthly and Quarterly bonuses - Full training | Free uniform and parking | Discounted Health Insurance **About us**: Storage King is a fast-growing business offering stable and rewarding employment. We have a fun and friendly culture across our store network which currently includes...

  • Strategic Organizational Consultant

    1 day ago

    Frankston, Australia beBeeOrganizationalConsultant Full time $840,000 - $890,000

    We are seeking a strategic organizational consultant with 1.5-2 years of experience in management consulting and project management.Job Description:Lead project planning, milestone tracking, timeline management, risk mitigation, stakeholder engagement, and project operations to deliver client expectations.Conduct research, data analysis, data interpretation,...

  • Community Engagement Specialist

    11 hours ago

    Frankston, Australia beBeeEngagement Full time $104,610 - $110,319

    About UsWe strive to create a better and more sustainable future for the community by delivering essential services.Our organisation is dedicated to providing clean water, ensuring healthy communities, and fostering collaboration among stakeholders.Our mission is to innovate with purpose, act with care, and deliver solutions that meet the evolving needs of...

  • Consultant in Geriatric Medicine

    21 hours ago

    Frankston, Australia Peninsula Health Full time

    Job Description **Posting Start Date**:11/10/2024**Req ID**:1927**Job Title**:Consultant in Geriatric Medicine**Employment Status**:Permanent Part Time**Job Location**:Frankston- Exciting opportunity to be part of Peninsula Health's Rehabilitation, Ageing, Pain and Palliaitive Care Services team - Grow your clinical and leadership skills in a supportive...

  • Behaviour Support Practitioner

    2 weeks ago

    Frankston, Australia Community Solutions Full time

    **Permanent part-time position in Frankston**: - **Increase your take-home pay with Salary Packaging**: - ** Join a supportive team with opportunity to up-skill and grow** **About Us** **Community Solutions Group **makes a difference in people’s lives - supporting them to achieve their goals and working with them on their pathway to possibilities. We...

  • Behaviour Support Practitioner

    4 days ago

    Frankston, Australia Community Solutions Full time

    **Full-time permanent position in Frankston (Part-time considered)**: - ** Increase your take-home pay with Salary Packaging**: - ** Join a supportive team with opportunity to up-skill and grow** **About Us** **Community Solutions Group **makes a difference in people’s lives - supporting them to achieve their goals and working with them on their...

  • Behaviour Support Practitioner

    2 weeks ago

    Frankston, Australia Community Solutions Full time

    **Full-time Permanent Role in Frankston**: - ** Increase your take-home pay with Salary Packaging** **About Us** **Community Solutions Group** makes a difference in people’s lives - supporting them to achieve their goals and working with them on their pathway to possibilities. We deliver a broad range of services focused on the employment, education,...

  • Behaviour Support Practitioner

    21 hours ago

    Frankston, Australia Community Solutions Full time

    **Full-time permanent position in Frankston**: - ** Increase your take-home pay with Salary Packaging**: - ** Join a supportive team with opportunity to up-skill and grow** **About Us** **Community Solutions Group**makes a difference in people’s lives - supporting them to achieve their goals and working with them on their pathway to possibilities. We...