Client Case Manager (Legal & Financial Services)

About this role

Support clients under Enduring Power of Attorney, managing finances, assets, and services with care, empathy, and strong case management. • 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.