Work Type: Ongoing - Full-time
Salary: $70,710 - $84,869
Grade: STL 4
Occupation: Accounting, finance and procurement
Location: Melbourne
Reference: VG/FA/1867100F
About the Team
The Aged Care Transition Team supports clients moving from independent living into permanent aged care. We provide financial administration and legal oversight to protect their assets and entitlements, ensuring a smooth, secure transition with a focus on compassion, compliance, and informed decisions.
About the Role
As a Personal Financial Consultant, you will manage the financial and legal affairs of clients who have been appointed to State Trustees via VCAT. You will play a key part in helping vulnerable Victorians by providing high-quality financial administration during their transition into aged care.
This role is not a support or carer role, it is a client-facing business administration role that involves regular communication with aged care providers, families, legal representatives, and financial institutions.
You'll be responsible for managing client files end-to-end, analysing financial options, administering assets, preparing correspondence and reports, and making decisions that support your clients' wellbeing and financial interests.
What We're Looking For
We're seeking someone who combines professional empathy with sharp attention to detail, and who thrives in a structured, process-driven environment. You will need:
Employee Benefits
Our people's wellbeing is important, and we are proud to offer the following 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 Apply to start your application and include a cover letter and resume.
We value diversity and aim to create a workplace where everyone feels they belong. If you have the skills and think you're a good fit, we'd love to hear from you no matter your background.