Community Finance Consultant

6 days ago

Melbourne, Victoria, Australia State Trustees Ltd Full time $60,000 - $80,000 per year
  • 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 

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.

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