Financial Specialist

1 week ago


Melbourne, Victoria, Australia beBeeFinancial Full time $71,400 - $99,600
Financial Assistance Specialist

We are seeking a skilled professional to provide expert financial assistance and guidance to individuals in need.

About the Role:

  • Offer personalized advice on budgeting and financial planning
  • Conduct thorough assessments of clients' financial situations and develop effective plans to achieve their goals
  • Collaborate with colleagues to ensure comprehensive support for clients
  • Implement strategies to alleviate financial hardship and promote financial stability

What We Offer:

  • Flexible work arrangements to suit your lifestyle
  • NFP salary packaging options and meals/entertainment benefits
  • Access to employee assistance programs and confidential counseling services
  • Generous parental leave and purchase leave schemes
  • A supportive and inclusive culture with dedicated team members

Requirements:

  • 12+ months experience in a relevant field, preferably in welfare, finance, community services, psychology, or business
  • Demonstrated high level interpersonal, active listening, and analytical skills
  • Proficiency in Microsoft Office environment and ability to work within a guidance framework
  • Accreditation as a Financial Counselor with a recognized association or body (or willingness to attain)

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