Work Type: Fixed-term - Full-time
Salary: $72,831 - $87,415
Grade: STL 4
Occupation: Accounting, finance and procurement
Location: Melbourne - Western suburbs
Reference: VG/TS/1911980E
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
As a Financial Planning Assistant you will join our experienced team and formulate financial plans for clients with low to medium complexity portfolios.
Duties
Skills & Experience
Experience with XPLAN planning software will be highly considered.
Employee Benefits
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
Click the Apply button to commence the application process. Make sure you include a cover letter and resume.
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.