Trust Consultant

at  State Trustees Limited

• Footscray location, with flexible working from home/office arrangement
• From $70K plus super, depending on experience
• Application close 24 May 2024
  About Us
  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.
  For more information about how State Trustees assists Victorians please visit our website www.statetrustees.com.au
  About the Role

We have a rewarding opportunity for an individual with a financial planning, accounting, or trusts background to manage a portfolio of trusts. In this role you will carry out a trustee role by:

• Providing a high level of customer service to our clients and other stakeholders as the primary point of contact, both verbally and in writing, to ensure the administration of the trust is managed appropriately
• Assist clients with funding requirements and arranging suitable payments in line with trust requirements and trust value
• Liaise with other internal teams, to meet Financial Planning and Asset protection requirements
• Prepare documentation to meet regulatory requirements.

Skills and Experience

We are looking for a client-centric, enthusiastic person who can bring a fresh perspective and contribute to a high-performing and client focussed team. You will also need to demonstrate:

• Previous experience in a financial planning, accounting/bookkeeping or trusts environment
• Excellent customer service skills
• Experience in case managing a portfolio of claims
• Ability to prioritise work and manage work within service levels
• Proactive communication with clients via phone and email
• Ability to synthesise diverse points of view and recognise solutions
• Competent financial literacy
• Basic computer skills including use of Microsoft Office.

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.
Employee Benefits

• Providing a high level of customer service to our clients and other stakeholders as the primary point of contact, both verbally and in writing, to ensure the administration of the trust is managed appropriately
• Assist clients with funding requirements and arranging suitable payments in line with trust requirements and trust value
• Liaise with other internal teams, to meet Financial Planning and Asset protection requirements
• Prepare documentation to meet regulatory requirements