Financial Assets Support Officer - Bendigo, Australia - State Trustees Limited
Description
Location:
North West Region | Bendigo
Job type:
Full time / Until August 2024
Organisation:
State Trustees Limited
Salary:
$53,152 - $60,915
Occupation:
Accounting
Reference:
VG/PRS/1745098E
Bendigo location, with flexible work from home and office location Prepare correspondence, data entry, filing, reporting Work for a company that protects the legacy and financial affairs of Victorians
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Bendigo location, with flexible work from home and office location:
-
Contract until August 2020:
-
Salary circa $53k plus super:
Applications close 12 September 2023
About Us
State Trustees provides Victorians with financial and legal assistance during all stages of their life, including specialised services and products such as Will Writing, Powers of Attorney, Executor Services, Trustee Services, and Personal Financial Administration.
About the Role
You will provide administrative support to our Client Assets team to ensure our clients' financial and legal affairs are managed within required legislative requirements and service standards.
Duties
- General administration and data entry
- Prepare quality correspondence to clients and the business
- Maintain accurate reporting tools
- File documents and general file maintenance
- Assist with mail distribution
Skills and Experience
- Relevant administration & customer service experience
- Understanding of financial terminology
- Sound communication skills
- Competent computer literacy
- Ability to prepare commercial standard correspondence
Employee Benefits
We offer a range of employee benefits including:
- Career development
- Health and wellbeing 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 is committed to delivering a public benefit to the Victorian community.
How to Apply
- 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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