Financial Assets Officer

2 weeks ago


Bendigo, Australia State Trustees Limited Full time

Location: North West Region | Bendigo

Job type: Full time / Until 30 October 2024

Organisation: State Trustees Limited

**Salary**: $62,135 - $70,709

Occupation: Finance

Reference: VG/PRS/1828927E
- **Bendigo location, with work from home/office arrangement**:

- **Full time, fixed term role for 12 month contract**:

- **Utilise your knowledge of financial assets in this important role**:

- **Applications closing 17 November 2024**

**About State Trustees**

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.

**About the Role**

Our Financial Asset Officers play an important role in the management of our client's assets and ensure investment strategies are implemented accordingly to maximise their financial potential. As part of the wider Professional Services group, the Financial Asset Officer administers and actions on behalf of clients, in accordance with their financial plan. You will liaise with key people in the organisation to make this happen as well build and maintain strong relationships with external parties.

**Skills & Experience**
- Experience in an administration role
- Knowledge of basic accounting (double sided) and reconciling of accounts
- Basic knowledge of all types of investments, their uses and characteristics
- Well-developed communication skills (written and verbal)
- Demonstrated ability to prepare commercial standard correspondence
- Competent computer skills including basic skill level with Microsoft Excel

**Employee 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

**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**
- State Trustees is an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees will respond to requests for reasonable adjustments from applicants with disabilities._


  • Financial Planner

    6 days ago


    Bendigo, Victoria, Australia Insignia Financial Full time

    Date: 19 Mar 2025Location:DOCKLANDS, VIC, AU, 3008Employment Type: Permanent Full TimeDelivering exceptional financial solutions to more peopleBe part of a leading wealth management and advice-driven organisationPermanent opportunity based in our Bridges Bendigo officeThe opportunity to join our teamAs a Financial Planner at Bridges, you'll be accountable...


  • Bendigo, Victoria, Australia The GPT Group Full time

    We're shaping leading experiences across various sectors, from office and retail to logistics and student accommodation.The GPT Group is one of Australia's largest property groups, managing a diverse portfolio of assets nationwide.Our sustainable returns come from focusing on what matters most to customers – a great experience and doing good. Our people...


  • Bendigo, Victoria, Australia State of Victoria Full time

    We have an exciting 15-month, full-time opportunity for a Property and Asset Officer role.From $73,207 base salary plus 11.5% super.Flexible hybrid working arrangements are available.Contact: Human Resourceshumanresources@energysafe.vic.gov.auOur purpose is to keep Victorians energy safe and ensure energy is used confidently. Through education, regulation...


  • Bendigo, Victoria, Australia Goldman Sachs Bank AG Full time

    Opportunity OverviewCORPORATE TITLE Vice President. OFFICE LOCATION(S) Sydney, Melbourne. DIVISION Asset & Wealth Management.Wealth ManagementAcross our wealth management businesses, we provide financial planning, investment management, banking, and comprehensive advice to clients worldwide. Our advisor-led teams empower individuals and families to reach...

  • 3 Days Left: Asset

    10 hours ago


    Bendigo, Victoria, Australia Goldman Sachs Bank AG Full time

    Asset & Wealth Management, Private Wealth Advisor, Executive Director, Melbourne/Sydney location_on Melbourne, Victoria, AustraliaOpportunity OverviewCORPORATE TITLE Vice PresidentOFFICE LOCATION(S) Sydney, MelbourneDIVISION Asset & Wealth ManagementWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world...


  • Bendigo, Victoria, Australia Victorian Catholic Education Authority Limited Full time

    **About the Role**The Senior Finance Officer plays a critical role in supporting financial compliance, reporting, and day-to-day operations to ensure smooth and accurate financial management.**Key Responsibilities:**Drive Financial Accuracy: Prepare key financial reports, and support BAS/FBT submissions.Empower Budget Management: Assist with annual budgeting...


  • Bendigo, Victoria, Australia Toll Group Full time

    About the CompanyToll Group is a global organisation that provides sophisticated supply chain solutions, from end-to-end or part solutions, warehousing and distribution to dedicated transport solutions, across the globe and to some of the most remote corners of the world.Job DescriptionThe Fleet Lifecycle Coordinator will work closely with various teams,...


  • Bendigo, Victoria, Australia State of Victoria Full time

    About the RoleThe Justice Officer – Finance & Stores is responsible for processing a range of financial, accounts payable and purchasing transactions ensuring compliance with requirements and timelines.Working productively and respectfully as part of a dedicated and supportive team within a rotational roster framework featuring task responsibilities in...


  • Bendigo, Victoria, Australia The GPT Group Full time

    Job Description:We're seeking a dynamic and visionary leader to take the reins at Melbourne Central, one of Australia's top-performing shopping centres. As the Centre General Manager, you'll be responsible for steering the team towards new heights by aligning high-performing asset teams and key stakeholders to deliver world-class customer experiences, drive...


  • Bendigo, Victoria, Australia Stantec Consulting International Ltd. Full time

    Senior Asset Management Consultant - ( 2500010E )DescriptionStantec's Water team in Australia has an impressive portfolio of successful major projects that are already positively impacting our communities across the country. We know that finding solutions to our water issues is critical, and so our diverse network of 400 water specialists in Australia...

  • General Manager

    1 week ago


    Bendigo, Australia Davidson Group Services Full time

    **Unique role with the ability to make a real difference across the whole organisation and community**: - **Hybrid work arrangements with the opportunity to work from home and on site in Bendigo**: - **Be part of a collaborative and high performing leadership Team** **About us** Coliban are focused on protecting and maintaining the environment and...


  • Bendigo, Victoria, Australia Australia and New Zealand Banking Group Limited Full time

    Job Description: We are seeking an experienced Project Finance Specialist to join our team. As a key member of the Project, Export and Asset Finance division, you will be responsible for providing high-level financial analysis and advice to clients across various industries. Your primary focus will be on arranging, structuring, and providing project and...


  • Bendigo, Victoria, Australia Australia and New Zealand Banking Group Limited Full time

    Company Overview">Australia and New Zealand Banking Group Limited is a leading financial institution that prioritizes the safety and security of its customers. As part of our commitment to this goal, we are seeking an experienced professional to lead our financial crime systems team.">Job Description">The Head of Financial Crime Systems & Capabilities will...


  • Bendigo, Victoria, Australia Australia and New Zealand Banking Group Limited Full time

    Role Overview: We are looking for an experienced Senior Manager/Manager to lead our Project Finance team within the Project, Export and Asset Finance division. The successful candidate will have a strong background in financial services, analytical skills, and experience working with large-scale projects. Your primary responsibility will be to develop and...


  • Bendigo, Victoria, Australia Luxoft Full time

    Required Skills and Qualifications5+ years of experience in investment data analytics and strong understanding of BAU workflow and team.Analyst-level candidate with investment knowledge, keen to learn, attention to detail, and best practice attitude.Understanding of market data and benchmark data.Understanding of security analytics across all asset types...


  • Bendigo, Victoria, Australia CKE Restaurants Full time

    Company Overview">Scape is a leading provider of student accommodation in Australia, committed to delivering exceptional experiences for its residents. As a fast-growing business, we're passionate about making a difference for our students, stakeholders, and the community. The Job Description">This key role involves overseeing maintenance operations,...


  • Bendigo, Victoria, Australia SS & C Advent Full time

    At SS&C Advent, we are seeking a highly skilled Financial Services Software Developer to join our team. Our company is a leading financial services and healthcare technology provider based on revenue, with 27,000+ employees in 35 countries.We serve the alternative investments, asset and wealth management, banking and lending, insurance, and real estate...


  • Bendigo, Victoria, Australia Fidelity Investments Inc. Full time

    About the TeamWe are a diverse team of financial professionals who are passionate about delivering a world-class client experience. As a Customer Experience Officer, you will play a key role in building and maintaining a culture of high performance and associate engagement.Key ResponsibilitiesBuild and maintain a culture of high performance and associate...


  • Bendigo, Victoria, Australia Australia and New Zealand Banking Group Limited Full time

    Select how often (in days) to receive an alert:Head of Financial Crime Systems & CapabilitiesDepartment: Risk Group Compliance - Financial CrimeDivision: RiskLocation: MelbourneAbout UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of...


  • Bendigo, Victoria, Australia Stifel Full time

    About Us">Stifel is a global wealth management and investment banking firm that has been in operation for over 130 years. We pride ourselves on our commitment to innovation and fresh ideas, with a simple premise of safeguarding our clients' money as if it were our own.">Job Description">">Assist Financial Advisors with the opening and maintenance of client...