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Financial Assets Officer

3 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._