Personal Financial Consultant

3 days ago

Melbourne, Victoria, Australia State Trustees Limited Full time

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

- **Salary circa $70k plus super pro rata**:

- **Investigate and administer claims on behalf of our clients**:

- **Applications close 4 August 2025**

**About Us**

We proudly serve as the public trustee of Victoria, driven by a strategic vision aimed at supporting Victorians in safeguarding and enhancing their legacies and financial well-being. Grounded in a strong sense of community, we provide essential financial and legal products and services, including Will Writing, Powers of Attorney, Executor Services, Trustee Services, and Personal Financial Administration.

**About the Role**

Join a purpose-driven team helping vulnerable Victorians access the entitlements they deserve. As a Personal Financial Consultant in our Total and Permanent Disability (TPD) and Estate Confirmation Team (ECT), you'll manage sensitive legal and financial matters for clients who can no longer manage their own affairs.

You'll handle complex superannuation insurance claims (TPD, income protection, terminal illness) and investigate Testator Family Maintenance (TFM) claims. This is a unique opportunity to combine technical financial expertise with real-world social impact.

**Duties**
- Proactively manage TPD, income protection, and terminal illness claims
- Identify and investigate TFM claims, including document reviews and estate searches
- Liaise with solicitors, courts and the Superannuation Complaints Tribunal
- Consult with clients (where appropriate), VCAT, and guardians to progress matters
- Provide technical training and ongoing support to internal consultants and leaders
- Maintain accurate reporting, documentation and legislative compliance

**Skills and Experience**
- Experience in personal financial administration or case management
- Excellent communication, analytical and investigative skills
- Knowledge of superannuation insurance and estate-related legislation
- Confidence interpreting probate documents and legal processes
- Empathy and capability to work with clients with disability
- Willingness to learn and support technical training delivery
- Desirable: Background in law, business, accounting, or a related field

**Employee Benefits**

We offer a range of employee benefits including:

- 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

Most importantly, you will be part of an organisation that is committed to delivering a public benefit to the Victorian community.

**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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