Team Leader, Client Assets

2 weeks ago

Bendigo, Australia State Trustees Limited Full time

**Bendigo location with flexible, hybrid work arrangement**:

- **12 month contract**:

- **Applications close 14 October 2025**

**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 Team**

The Client Assets Team plays a critical role in safeguarding and administering the assets of State Trustees clients. It sits in the Cashflow and Property business unit, which manages property sales, leases and maintenance, insurance, Centrelink pensions, payments, receipting, and client assets. The team ensures all client financial information is accurate, up to date, and transacted promptly, supporting the organisation's key relationships with financial institutions such as banks, superannuation funds, and investment firms.

**About the Role**

The Team Leader, Client Assets provides day-to-day leadership, supervision, and quality review services to the Client Assets team. You will oversee the team's workflow, monitor quality and compliance, mentor and develop team members, and ensure client assets are managed efficiently and securely. Your leadership will be key in fostering a collaborative, high-performing team that protects our clients' financial wellbeing, whilst also building external relationships with financial institutions to improve service delivery.

**Skills & Experience required**
- Experience in leading and supervising small to medium teams
- Knowledge of accounting (double sided), financial instruments and markets, and investment
- principles
- Strong relationship management skills, with the ability to liaise effectively with stakeholders
- Well-developed written and verbal communication skills, including preparing and reviewing professional reports
- Competent use of Microsoft Office

Experience with using Oracle General Ledger/Garradin Portfolio Management Systems is highly considered along with experience in financial services and/or trustee industries.

**Employee Benefits**

Our people's wellbeing is important, and we are proud to offer the following 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

Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.

**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**
- We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. If you think you can do the job and would be a great fit for our team, we'd love to hear from you_

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