Case Manager – Intensive Financial Support State Trustees Ltd


  • Footscray, Dandenong or Bendigo location, with blended work from home/office arrangement
  • Salary circa $90k pro rata
  • Ongoing Part-Time, 19 hours per week
  • Applications close 7 August 2023 

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. For more please visit 

About the Team

Team manages complex financial/legal affairs of vulnerable clients referred by Victorian Civil Administrative Tribunal; cases involve critical factors like loss of support, mental health issues, disabilities, substance abuse, financial abuse, violence risk, or difficult family relations.

About the Role

Internally known as a Specialised Support Consultant, you will develop a comprehensive understanding of your client’s complex needs, enabling you to deliver quality service and support, whilst managing their financial a legal affair in line with the Guardian and Administration Act 1986 and 2019.

Your client base will vary, with each client having complex and unique circumstances, which could further be complicated with multiple critical factors, such as the loss of formal or informal support, mental health concerns and/or disabilities, substance abuse, financial abuse, being at risk from others or demonstrates violent behaviour, at risk accommodation or difficult relations (family breakdowns or conflict) etc.

This is a challenging and immensely rewarding role that will require you to think outside the square and apply your excellent problem solving skills. 

Skills and Experience

  • Tertiary qualification in Human Services, Social Services, etc, or equivalent experience
  • Experience in the human services field coordinating services to meet the needs of client base ranging from those mental health, aged care or disability, substance abuse, etc 
  • Passionate about making a difference to the lives of Victoria’s most vulnerable people
  • Sound financial analytic skills
  • Experience creating, managing and modifying budgets and/or being responsible for finances
  • Ability to make decisions whilst showing empathy and compassion
  • Active listening skills & well-developed professional communication skills
  • Ability to have difficult conversations whilst being sensitive to client needs
  • Experience working with complex cases which require significant support
  • Ability to prepare commercial standard legal correspondence, reports and recommendations
  • Excellent stakeholder engagement skills 

Employee 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

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

Please click Apply to start the application process and ensure you include a cover letter and resume.