Job Description
Location: North West Region | Bendigo
Job type: Full time / Until 30 October 2024
Organisation: State Trustees Limited
Salary: $62,135 - $70,709
Occupation: Finance
Reference: VG/PRS/1828927E
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
Applications closing 17 November 2024
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.
About the Role
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
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. In your application, please include a cover letter and resume. You will not need to address the Key Selection Criteria (KSC) in a separate document. Please skip over this part in the application process.
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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