Client Case Manager (Legal & Financial Services)

Footscray or Dandenong location with flexible, hybrid work arrangement

Salary circa $75,000 plus super

Applications close 28 July 2026

About 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.

For more information please visit www.statetrustees.com.au

About the Role

Internally known as an Attorneyships Consultant, you will provide a high level of customer service and make financial and legal decisions for a portfolio of clients under an Enduring Power of Attorney (EPA) arrangement.

As a case manager, you will manage a mix of clients who have capacity and non-capacity and we be required to tailor your service based on their capacity.

Within this role, you will:

Liaise directly with clients and their family members

Engage regularly with service providers and industry professionals to ensure clients daily bills are paid for and they receive the service and benefits in accordance with their needs

Assist our clients so they have a smooth entry into aged care

Ensure clients' assets are protected and managed in their best interest, including preparing properties for sale

Develop and maintain client budgets including approving payments

Prepare high quality reports to external organisations, such as VCAT

Skills and Experience

To be successful you will need to demonstrate:

Strong customer service, problem solving and negotiation skills

Administration or case management experience (preferred)

Ability to communicate effectively to our clients or their representative/s over the phone and in writing. We are looking for someone who will treat our clients like they are `part of their family'

Ability to prepare professional and customer focussed correspondence, reports, and recommendations

Superior organisational and planning skills

Resilient approach to provide the best service for our clients

Understanding of lifestyle issues faced by clients

Ideally you will understand financial products and an ability to design financial budgets. This is a varied role offering a great team environment with challenging and rewarding work.

Employee Benefits

We are proud to offer the following benefits:

One-off work-from-home set up payment

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.

How to Apply

Click the Apply button to commence the application process. In your application, please include a cover letter and resume.

We value diversity and inclusion, and welcome applicants of all backgrounds, abilities, and identities. If you believe you're the right fit, we'd love to hear from you.