Job type: Full time / 12 months
Organisation: State Trustees Limited
Occupation: Finance
Reference: VG/PRS/1832535ES
Build your Financial Planning within a supportive, fun and experienced team! Formulate financial plans for clients with low to medium complexity portfolios.
Footscray location, with flexible work from home and office arrangement12 month contractSalary $70,710 plus super pro rataAbout 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 As a Financial Planning Assistant you will join our experienced team and formulate financial plans for clients with low to medium complexity portfolios.
Duties Develop a sound understanding of low to medium complex financial circumstancesFormulate standard plans and reviews, and financial reviewsPrepare investment instructionsLiaise with internal consultants & external stakeholders regarding client's information and their portfoliosSupport the team with general administrative tasksSkills & Experience Financial Planning, Finance, Commerce, or Accounting DegreeAbility to prepare clear and structured reports and recommendationsIntermediate computer literacy including Microsoft OfficeExperience with XPLAN planning software will be highly considered.Employee Benefits One-off work-from-home set up paymentHealth and well-being programsFlexible working conditionsEducation assistancePurchased leaveEmployee assistance programReward and recognition programFree Will preparationEmployee social clubMost importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.
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. Make sure you 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.
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