Personal Financial Consultant - Aged Care

Victorian Government • Australia • 2d ago

Footscray, Dandenong or Bendigo location with flexible, hybrid work arrangement Salary circa $75,000 plus super Applications close 13 July 2026 About Us At State Trustees, we support Victorians from all walks of life with their financial and legal affairs, particularly during life's most important and challenging moments. As a Victorian Government-backed organisation, we provide trusted services that help people plan, protect, and manage their affairs with confidence, ensuring peace of mind when it matters most. About the Team As a specialised business unit, the Age Care Transition Team plays an important part in the lives of clients who move from living independently into a permanent age care setting. The team is responsible for case management of both existing and new, the end-to-end process of working through a client's assets, ensuring financial security, management of all legal interests, access to any entitled benefits and that Age Care fees are being charged appropriately. Enabling a smooth, seamless and supported transition for clients moving into permanent Aged Care is the team's goal. About the Role As a Personal Financial Consultant at STL you will provide personal and tailored support to help individuals who, due to disability, illness or injury and are unable to manage their financial and legal affairs and have been appointed by VCAT. Within Aged Care you will case manage clients who are transitioning into permanent Aged Care to evaluate and execute the best financial approach to funding their Aged Care. This is a broad role that requires the successful candidate to demonstrate exceptional multi-tasking and prioritisation and people management skills combined with the ability to problem solve and make decisions. Skills & Experience High level of administrative competency Ability to prepare commercial standard correspondence, reports and recommendations Well-developed professional communication skills (written and spoken) Understanding and experience dealing with elderly clients, clients with a disability, their supports and family Case Management experience (highly desirable) Stakeholder engagement Competent financial literacy Developed computer literacy including competent use of Microsoft Office Business administration experience preferably within the financial, legal, disability or aged care sectors will help you secure this role Employee Benefits Our people's wellbeing is important, and we are proud to offer the following 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 Most 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. Please include a cover letter and resume.

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