Estate Planning Assistant

2 months ago

Brisbane, Australia Equity Trustees Full time

As one of our valued Estate Planning Assistants, you will be a key member of a highly supportive and collaborative team, working closely with our experienced estate planning lawyers. In this role, you will help provide a seamless, client-centric experience that reflects the high standards Equity Trustees is known for. This is a unique opportunity to play a vital role in assisting clients with complex and meaningful life decisions, ensuring they receive a high-value, personalised service every step of the way.

**About the role**:

- Provide proactive administrative and office support throughout various stages of the estate planning process.
- Responsibilities include onboarding processes, drafting correspondence, communicating with clients and internal stakeholders, and witnessing wills where appropriate.
- Accurately manage archival, retrieval, and recording of client files, both hard and soft copies.
- Update precedents as required, ensuring data maintenance, accuracy, and sensitivity management.

**What you'll need to succeed**:

- Strong communication, interpersonal skills, and attention to detail
- Demonstrated high-level organisational skills and work independently and proactively
- Awareness of corporate collaboration and client sensitivities
- Proficient in computer skills, particularly MS Office suite
- Ability to work effectively both independently and as a member of a team
- Proven ability to develop strong relationships with internal and external clients
- Strong administration skills set
- Experience with financial platforms highly regarded
- Exposure to a Legal Office or Trustee industry, Finance industry, or related field highly regarded

**What we offer**:

- A warm, open, and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- A workplace volunteering and giving program to enable you to help others in the community
- We are proud to be part of the Top 30 Best Workplaces to Giveback 2022
- Discounted tax and estate planning services
- Great central CBD location, Modern office fit-out and end-of-trip facilities.
- Flexible/Hybrid working environment

**About us - Trusted since 1888**

Equity Trustees was established in 1888 and are now one of Australia's largest specialist trustee companies. We help our clients grow, manage, and protect their wealth now and for generations. As a trustee company, it is our responsibility to always act in our client's best interests, ensuring they feel safe, valued, and cared for.

Equity Trustees acquired Australian Executor Trustees in late 2022, significantly expanding the Trustee & Wealth Services part of the business. It is a transformative acquisition consistent with the company strategy of being Australia's leading trustee, offering great opportunities for all employees across the newly integrated business.

We are committed to providing a flexible, rewarding workplace and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
- This vacancy is managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you_.

  • Estate Planning Assistant

    2 months ago

    Brisbane, Australia Equity Trustees Full time

    As one of our valued Estate Planning Assistants, you will be a key member of a highly supportive and collaborative team, working closely with our experienced estate planning lawyers. In this role, you will help provide a seamless, client-centric experience that reflects the high standards Equity Trustees is known for. This is a unique opportunity to play a...

  • Estate Planning Assistant

    2 months ago

    Brisbane, Australia Equity Trustees Full time

    As one of our valued Estate Planning Assistants, you will be a key member of a highly supportive and collaborative team, working closely with our experienced estate planning lawyers. In this role, you will help provide a seamless, client-centric experience that reflects the high standards Equity Trustees is known for. This is a unique opportunity to play a...

  • Estate Planning Coordinator

    1 month ago

    Brisbane, Queensland, Australia Equity Trustees Full time

    {"title": "Estate Planning Assistant", "description": "About the RoleWe are seeking a highly organized and detail-oriented Estate Planning Assistant to join our team at Equity Trustees. As a key member of our estate planning team, you will work closely with our experienced estate planning lawyers to provide a seamless, client-centric experience.Key...

  • Real Estate Administration Assistant

    4 weeks ago

    East Brisbane, Queensland, Australia Place Estate Agents Full time

    Unlock Your Potential with Place Estate AgentsWe are seeking a highly motivated and organized Administration Assistant to join our dynamic team at Place Estate Agents. As an Administration Assistant, you will play a crucial role in supporting our Director and contributing to the success of our business.Key Responsibilities:Assist in the administration of the...

  • Real Estate Administration Assistant

    4 weeks ago

    East Brisbane, Queensland, Australia Place Estate Agents Full time

    Unlock Your Potential with Place Estate AgentsWe are seeking a highly motivated and organized Administration Assistant to join our dynamic team at Place Estate Agents. As an Administration Assistant, you will play a crucial role in supporting our Director and contributing to the success of our business.Key Responsibilities:Assist in the administration of the...

  • Estate Planning Coordinator

    2 months ago

    Brisbane, Queensland, Australia Equity Trustees Full time

    {"title": "Estate Planning Assistant", "description": "About the RoleWe are seeking a highly organized and detail-oriented Estate Planning Assistant to join our team at Equity Trustees. As a key member of our team, you will provide administrative support throughout the estate planning process, ensuring a seamless and client-centric experience.Key...

  • Estate Planning Coordinator

    2 months ago

    Brisbane, Queensland, Australia Equity Trustees Full time

    {"title": "Estate Planning Assistant", "description": "About the RoleAs a key member of our Estate Planning team, you will work closely with our experienced estate planning lawyers to provide a seamless, client-centric experience. This role offers a unique opportunity to play a vital part in assisting clients with complex and meaningful life decisions,...

  • Estate Planning Solicitor

    2 weeks ago

    Brisbane, Queensland, Australia Empire Group Full time

    Job DescriptionAt Empire Group, we are seeking an experienced Solicitor/Associate and a Senior Associate with expertise in Succession Law to join our dynamic team.About the RoleThe ideal candidate will have 2-4 years of experience in Wills and Estates, with excellent problem-solving skills, strong communication abilities, and the ability to work well in a...

  • Estate Planning Attorney

    4 weeks ago

    Brisbane, Queensland, Australia IPA Personnel Full time

    Empower Families through Estate PlanningOur esteemed legal client in Brisbane seeks a seasoned Estate Planning Lawyer to join their vibrant team. This hybrid role offers a competitive salary ($100k - $180k + super) and a chance to build a rewarding career in a collaborative atmosphere.Key Responsibilities:Develop tailored wills (simple & complex) to meet...

  • Estate Planning Specialist

    13 hours ago

    Brisbane, Queensland, Australia Empire Group Full time

    About the RoleWe are seeking an Estate Planning Specialist to join our team at Empire Group. This is an exciting opportunity to work with a reputable and well-established firm in the Wills and Estates industry.Job DescriptionThe successful candidate will be responsible for handling a mix of estate planning, administration, and litigation cases. They will...

  • Estate Planning Attorney

    4 weeks ago

    Brisbane, Queensland, Australia IPA Personnel Full time

    Deliver Exceptional Legal Services as an Estate Planning AttorneyCultivate a rewarding career in estate planning law with our well-established practice in Brisbane. This hybrid role offers flexible work options, a competitive salary ($100k - $180k + super), and the opportunity to build a successful career in a dynamic team atmosphere.Key...

  • Estate Planning Attorney

    4 weeks ago

    Brisbane, Queensland, Australia IPA Personnel Full time

    Empower Families through Comprehensive Estate PlanningOur esteemed client in Brisbane seeks a seasoned Estate Planning Lawyer to join their vibrant team. This hybrid role offers flexible work options, a competitive salary ($100k - $180k + super), and a chance to build a rewarding career in a dynamic atmosphere.Key Responsibilities:Craft tailored wills...

  • Estate Planning Lawyer

    3 weeks ago

    Brisbane, Queensland, Australia Law Staff Full time

    About the RoleThis leading firm is seeking a Lawyer with expertise in Wills & Estates to join their dynamic Succession Law team in Brisbane. You will handle estate planning, administration, and litigation with a primary focus on estate planning. Work on a variety of matters while using your strategic problem-solving skills to help clients achieve their goals...

  • Estate Planning Lawyer

    3 weeks ago

    Brisbane, Queensland, Australia Law Staff Full time

    About the RoleThis leading firm is seeking a Lawyer with expertise in Wills & Estates to join their dynamic Succession Law team in Brisbane. You will handle estate planning, administration, and litigation with a primary focus on estate planning. Work on a variety of matters while using your strategic problem-solving skills to help clients achieve their goals...

  • Estate Planning Lawyer

    1 month ago

    Brisbane, Queensland, Australia Law Staff Full time

    About the RoleThis leading firm is seeking a skilled Lawyer to join their dynamic Succession Law team in Brisbane. As an Estate Planning Lawyer, you will handle estate planning, administration, and litigation with a primary focus on estate planning. You will work on a variety of matters while using your strategic problem-solving skills to help clients...

  • Estate Planning and Litigation Solicitor

    3 weeks ago

    Brisbane, Queensland, Australia Empire Group Full time

    About Empire GroupEmpire Group is a reputable law firm seeking a skilled Solicitor or Senior Associate to join their Wills and Estates team. The ideal candidate will have experience in estate planning and litigation, with a strong ability to work well in a team and handle complex matters.Key ResponsibilitiesHandle a mix of estate planning, administration,...

  • Estate Planning Lawyer

    3 weeks ago

    Brisbane, Queensland, Australia Law Staff Full time

    About the RoleThis leading firm is seeking a Lawyer with expertise in Wills & Estates to join their dynamic Succession Law team in Brisbane. You will handle estate planning, administration, and litigation with a primary focus on estate planning. Work on a variety of matters while using your strategic problem-solving skills to help clients achieve their goals...

  • Estate Planning Lawyer

    3 weeks ago

    Brisbane, Queensland, Australia Law Staff Full time

    The RoleThis leading firm is seeking a Lawyer with expertise in Wills & Estates to join their dynamic Succession Law team in Brisbane. You will handle estate planning, administration, and litigation with a primary focus on estate planning. Work on a variety of matters while using your strategic problem-solving skills to help clients achieve their goals in a...

  • Estate Planning and Litigation Solicitor

    3 weeks ago

    Brisbane, Queensland, Australia Empire Group Full time

    About Empire GroupEmpire Group is a reputable law firm seeking a Solicitor or Associate and a Senior Associate with experience in Succession Law. The ideal candidate will have a strong background in estate planning, administration, and litigation.Key ResponsibilitiesHandle a mix of estate planning, administration, and litigation as a junior Lawyer.Lead the...

  • Estate Planning Specialist

    5 days ago

    South Brisbane, Queensland, Australia Empire Group Full time

    About the Role:The Empire Group seeks a skilled Estate Planning Specialist to join its team of experts in Wills and Estates law. This is a fantastic opportunity for a motivated individual to work with a reputable and highly regarded firm.Key Responsibilities:Manage complex Succession law matters independently.Work closely with junior members of the team,...