-
Footscray location, with blended working from home/office arrangement
-
Assist in onboarding our new clients
-
Applications close 05 June 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 about State Trustees please visit www.statetrustees.com.au
About the Role
As an experienced administrator, you will provide daily administrative support to the New Business Consultants to help ensure leads are actioned in a timely manner and the administrative tasks within the on-boarding of new clients are completed.
Duties
-
Prepare correspondence for clients, internal consultants, service providers and other business professionals
-
Sort and distribute mail, faxes and other correspondence daily including forwarding of client correspondence to the appropriate team members
-
Co-ordinate allocation of new leads to consultants accurately recording information within appropriate systems and applications
-
Co-ordinate all required information for new allocations including will files
-
Sets up new client files and distributes to relevant client services areas
-
Attend to telephone enquiries and records telephone messages for the team
Skills & Experience
-
Relevant administration and customer service experience
-
Ability to prepare commercial standard correspondence
-
Sound communication skills (written and spoken)
-
Computer literacy including basic skill level with Microsoft Excel
Employee Benefits
We offer a range of employee benefits including:
-
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
How to Apply
Click the Apply button to commence the application process. In your application, please include a cover letter and resume.
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.
