Location
Footscray, Victoria, Australia
Posted
July 10, 2026
Job Description
* Footscray location, with flexible, hybrid work arrangement
* Contract until June 2027
* Salary $75,000 plus super pro rata
* Applications close 17 July 2026
About State Trustees
At State Trustees, we support Victorians from all walks of life with their financial and legal affairs, particularly during life's most important and challenging moments. As a Victorian Government-backed organisation, we provide trusted services that help people plan, protect, and manage their affairs with confidence, ensuring peace of mind when it matters most.
For more information please visit www.statetrustees.com.au
About the Role
As a Financial Planning Assistant you will join our experienced team and formulate financial plans for clients with low to medium complexity portfolios.
Duties
* Develop a sound understanding of low to medium complex financial circumstances
* Formulate standard plans and reviews, and financial reviews
* Prepare investment instructions
* Contract until June 2027
* Salary $75,000 plus super pro rata
* Applications close 17 July 2026
About State Trustees
At State Trustees, we support Victorians from all walks of life with their financial and legal affairs, particularly during life's most important and challenging moments. As a Victorian Government-backed organisation, we provide trusted services that help people plan, protect, and manage their affairs with confidence, ensuring peace of mind when it matters most.
For more information please visit www.statetrustees.com.au
About the Role
As a Financial Planning Assistant you will join our experienced team and formulate financial plans for clients with low to medium complexity portfolios.
Duties
* Develop a sound understanding of low to medium complex financial circumstances
* Formulate standard plans and reviews, and financial reviews
* Prepare investment instructions