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  • Join a growing NFP organisation empowering the lives of women, children & families
  • Work from Home – National telephone & online program
  • Full time contract until Dec 2022 (extension subject to funding)
  • $86,546 + super, salary packaging (up to $18,000 tax free/year) & gifted leave 


As a Financial Capability Intake Officer, you will receive and triage intake calls, show empathy and take a client-directed approach that empowers and supports a person to tell their story, enables you to identify disadvantage or trauma and ensures appropriate referral.

This is a National team which has been built on a working from home model that will ensure that people who present with financial and personal disadvantage as a result of family domestic violence are supported and empowered to address immediate and longer term financial and personal risks and vulnerability.

Please apply as soon as possible, applications will be considered as they are received. Applications close 10am Monday, 14 February 2022.


Key responsibilities include, but not limited to:

  • As the initial point of contact for referral agencies and clients, you will be required to assess a person’s presenting financial, personal and any other relevant circumstances; provide information and options, agree and obtain client consent for referral. All of this is done over the phone.
  • Undertake high quality, trauma informed intake and assessment and provide initial support, consultation, triage and warm referral to internal or external services. Internally the person may be directed to a Financial Counsellor or Social Worker. You may refer to external organisation where appropriate.
  • Work closely with external agencies who refer FDV clients to the program; respond to enquiries, assess referrals, build relationships and work with them to complement their support of FDV clients.
  • Collect and enter client information taken during intake into the relevant systems (including the loan origination system) or share information as appropriate.
  • Analyse clients’ income and expenses through their bank statement to determine whether a loan is serviceable.

Qualifications and Experience

To be successful in this position, you will have:

  • A minimum Diploma qualification in Financial Counselling; or Core Financial Capability units of the Diploma of Financial Counselling; or Diploma Community Services
  • Skills in phone intake, assessment and triage
  • Demonstrated understanding of the community services system, in particular the family violence sector
  • Experience working with women affected by family violence, or within the family violence sector, and an understanding of financial abuse
  • Experience in community service, financial counselling or financial capability service delivery
  • Understanding of the Australian financial and credit system, including debt traps
  • You may be required to provide evidence of Covid-19 vaccination, or medical exemption


Good Shepherd Australia New Zealand is a Child Safe employer. Employment is subject to satisfactory reference checks, a current Employment Working with Children Check, National Police Check (International Police Check if resided overseas in the last 10 years) and proof of the right to work in Australia.

We recognise the rich diversity of people across Australia. We are committed to ensuring that our team is reflective of the diverse community we serve and to supporting a culture of equity, inclusion and diversity.

Position Description

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Why Good Shepherd?

Salary Packaging

Development & Learning Opportunities

Paid Parental Leave

Paid Study Leave

Long Service Leave

Flexible Working Arrangements

How to Apply

To apply please review the hyperlinked position description and submit a short covering letter outlining your relevant skills and experience along with your CV to Personal data held by Good Shepherd Australia New Zealand relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Please apply as soon as possible, applications are considered as they are received.