Personal Financial Consultant
vor 2 Wochen
Job Details Footscray location with flexible, hybrid work arrangement 12 month contract Applications close 4 December 2025 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. We are significantly increasing the size of our client services teams, which means we have additional roles available to help us serve even more members of the Victorian community. For more information please visit About the Team A core service of State Trustees is protecting the financial and legal interests of thousands of Victorians who are unable to manage their own affairs because of mental illness, injury or disability. The Legal Support team manages the legal and complex issues for clients who no longer have the capacity to manage their own affairs, where a legal, complex or highly sensitive matter requires resolution. Core issues include the management and resolution of alleged financial elder abuse, crimes compensation, TAC and TFM claims, family law matters and property disputes. About the Role As a Personal Financial Consultant, you will be supporting a portfolio of clients who no longer have capacity to manage their own affairs where legal and other sensitive matters require resolution. You will have direct client impact and provide support to the clients whilst working closely with Senior Legal Consultants to assist them with financial administration support. Skills & Experience Experience working in human services, social work, community services or roles involving vulnerable clients Well-developed professional communication skills (written and spoken) Ability to manage sensitive conversations with empathy and confidence Ability to prepare commercial standard correspondence, reports and recommendations Understanding and experience dealing with clients with a disability and vulnerable clients Competent financial and computer literacy Employee Benefits 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 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. 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 #J-18808-Ljbffr
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Personal Financial Consultant
vor 2 Wochen
City of Melbourne, Österreich State Trustees Limited VollzeitA public trustee organization in Melbourne seeks a Personal Financial Consultant for a 12-month contract. You will support clients unable to manage their financial matters, working closely with a legal team. The role requires strong communication skills and experience with vulnerable clients. Benefits include career development and flexible working...
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Senior Consultant, Financial Risk Software
vor 3 Wochen
Council of the City of Sydney, Österreich FIS. Empowering the Financial World VollzeitPosition Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Finance Travel Percentage : 25 - 50% As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues...
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Financial Consultant
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Senior Consultant, Financial Risk Software
vor 3 Wochen
Council of the City of Sydney, Österreich FIS. Empowering the Financial World VollzeitPosition Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Finance Travel Percentage : 25 - 50% As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues...
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vor 2 Wochen
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vor 4 Wochen
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City of Melbourne, Österreich State Trustees VollzeitA public trustee organization in Victoria is seeking a Personal Financial Consultant - Legal Support. In this role, you will assist clients who cannot manage their own affairs due to various reasons and work closely with Senior Legal Consultants. The position offers a hybrid work arrangement and requires strong communication and empathy skills. Benefits...
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Financial Adviser – Associate | Gold Coast
vor 1 Woche
Gold Coast City, Österreich Personal Choice Financial Advisors, LLC VollzeitAs the Financial Adviser Associate the purpose of the role is to provide professional and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients. Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and presentations....
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Senior Functional Consultant
vor 19 Stunden
City of Brisbane, Österreich Bright Horizons VollzeitSenior Functional Consultant – Financials Locations: Australia, NSW (North Sydney), VIC (Melbourne), QLD (Brisbane). Remote type: Flex. Job type: Full Time. Posted Today. Requisition ID: JR- About the Team Workday's APAC Financials team builds an outstanding customer experience by delivering engaging and innovative consulting services to help customers,...
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City of Melbourne, Österreich National Australia Bank VollzeitA leading financial institution in Melbourne is seeking a Change Consultant to drive initiatives in Personal Banking. You'll partner with stakeholders to ensure effective change management and improve customer and colleague experiences. The ideal candidate will have strong communication skills, change delivery experience, and a collaborative approach to...
