Bendigo location, with work from home/office arrangement Full time, fixed term role for 12 month contract Utilise your knowledge of financial assets in this important role 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.
Our Financial Asset Officers play an important role in the management of our client's assets and ensure investment strategies are implemented accordingly to maximise their financial potential. As part of the wider Professional Services group, the Financial Asset Officer administers and actions on behalf of clients, in accordance with their financial plan. You will liaise with key people in the organisation to make this happen as well build and maintain strong relationships with external parties.
Skills & Experience Experience in an administration role Knowledge of basic accounting (double sided) and reconciling of accounts Basic knowledge of all types of investments, their uses and characteristics Well-developed communication skills (written and verbal) Demonstrated ability to prepare commercial standard correspondence Competent computer skills including basic skill level with Microsoft Excel Candidates who are studying and/or have completed a Diploma of Financial Planning or equivalent as well as experience within financial asset environment would be highly desirable.
Employee Benefits Health and well-being programs Flexible working conditions Education assistance Purchased leave Employee assistance program Reward and recognition program Free Will preparation 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.
Click the Apply button to commence the application process. Please include a cover letter and resume. You will not need to address the Key Selection Criteria (KSC) in a separate document.
State Trustees is an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees will respond to requests for reasonable adjustments from applicants with disabilities.
State Trustees strongly encourages applications from Aboriginal and Torres Strait Islander people.
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