Attorneyships Consultant

• Footscray or Dandenong location with combined work from home and office arrangement
• Salary circa $70k plus super depending on experience
• Fixed Term 12 Month Position
• Applications close 19 May

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. For more information please visit 

About the Role

As an Attorneyships Consultant, you will provide a high level of customer service and make financial and legal decisions for a portfolio of clients under an Enduring Power of Attorney (EPA) arrangement. 

As a case manager, you will manage a mix of clients who have capacity and non-capacity and we be required to tailor your service based on their capacity.

Your responsibilities in his role will include:

• Liaising directly with clients and their family members
• Engaging regularly with service providers and industry professionals to ensure clients daily bills are paid for and they receive the service and benefits in accordance with their needs
• Assisting our clients so they have a smooth entry into aged care
• Ensuring that clients' assets are protected and managed in their best interest, including preparing properties for sale
• Developing and maintaining client budgets including approving payments
• Preparing high quality reports to external organisations, such as VCAT

Skills and Experience

To be successful you will need to demonstrate:

• Strong customer service, problem solving and negotiation skills
• Previous administration or case management experience (preferred)
• Ability to communicate effectively to our clients or their representative/s over the phone and in writing. We are looking for someone who will treat our clients like they are ‘part of their family'
• Ability to prepare professional and customer focussed correspondence, reports, and recommendations
• Superior organisational and planning skills
• Resilient approach to provide the best service for our clients
• Understanding of lifestyle issues faced by clients

Ideally you will understand financial products and an ability to design financial budgets. This is a varied role offering a great team environment with challenging and rewarding work.

Employee Benefits

We offer a range of employee benefits including:

• 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