Financial And Legal Support Consultant

• Footscray location with flexible, hybrid work arrangement
• Circa $75,000 plus super
• Applications close 25 June 2026

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 www.statetrustees.com.au

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

Internally known as a Personal Financial Consultant - Legal Support, you will support 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, providing support while working closely with Senior Legal Consultants to assist with financial administration and complex legal matters. This includes contributing to superannuation-related matters such as TPD, Income Protection and Terminal Illness claims, and supporting the identification and investigation of potential Testator Family Maintenance (TFM) claims, alongside a broader range of legal issues affecting clients.

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

Why join us

At State Trustees, you'll be part of a purpose-driven organisation making a real difference to Victorians. We offer flexible work arrangements, strong wellbeing support, and a culture focused on collaboration, inclusion and impact.

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.