Personal Consultant job in Bendigo VIC at State Trustees Limited

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Employer - State Trustees Limited
Job title - Personal Consultant
Job Description

Located in Bendigo with initial working from home arrangements during to pandemic
Multiple roles available – 2 x full time & 2 x part time
Fixed term contract until 30 June 2022
Applications close 28 June 2020 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 a caring, passionate and united team of 400 people across 3 locations Footscray, Dandenong and Bendigo.
For more information about State Trustees and what we offer as an organisation, please visit
About the Role As the first point of contact for our organisation, you will answer calls and provide personal service to our customers, including tailored support to assist more than 9500 Victorians who, due to disability, illness or injury and are unable to manage their financial and legal affairs and have been appointed to us to assist them by VCAT.
As a result of recently announced government funding and as part of our exciting new changes to our service delivery, we have new opportunities to be a member of our busy Contact Centre located in the heart of Bendigo.
Working in a large team, you will have the support of hands on leaders and colleagues to provide superior customer service in this front-line rewarding role.

Effectively managing in-bound calls from a unique client base
Handling enquires around personal financial circumstances
Approving financial transactions
Resolving enquires
Maintaining and updating the client database
Providing exceptional customer service Skills and Experience

Superior communication and customer service skills
Previous experience in a busy customer service and team-based environment
Sound problem solving and decision-making skills
Understanding of financial concepts
Computer literacy with a minimum typing speed of 40 wpm and high level of accuracy Experience within a contact centre environment and/or working with clients with additional needs will be highly regarded.
Employee Benefits

Career development
Health & well-being programs
Flexible work conditions
Education assistance
Purchased leave
Employee assistance program
Reward & recognition program
Free Will preparation
Retailer discounts
Charitable workplace giving
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 If you're keen to join our organisation in this highly rewarding role, click Apply to start the application process. Please ensure you include a cover letter and resume.
We are an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, we will respond to requests for reasonable adjustments from applicants with disabilities.
We strongly encourage applications from Aboriginal and Torres Strait Islander people.
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Job Location Bendigo VIC
Date Posted 18 Jun 2020
Employer Email --No Email
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