Work Type: Ongoing - Full-time
Salary: $70,710 - $84,869
Grade: STL 4
Occupation: Legal
Location: Melbourne - Western suburbs
Reference: VG/PRS/1875452ES
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.
For more information, please visit www.statetrustees.com.au
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
Skills and Experience
Employee Benefits
We offer a range of employee benefits including:
Most importantly, you will be part of an organisation that is committed to delivering a public benefit to the Victorian community.
How to Apply
Click the Apply button to commence the application process. In your application, please 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.