Estate Planning Administrative Assistant

5 days ago

Perth, Western Australia beBeeParalegal Full time $60,000 - $75,000

Administrative Paralegal Support Role

We are seeking a highly motivated and organized professional to join our Estate Planning team as an administrative paralegal. As a key member of the team, you will provide support to our Senior Estate Planning Lawyer and contribute to the success of our national Estate Planning operations.

Key Responsibilities:

  • Provide administrative support to the Senior Estate Planning Lawyer, including managing files, coordinating appointments, and communicating with clients in a timely and efficient manner.
  • Maintain accurate client data and ensure compliance with company policies and procedures.
  • Administer general file management, including archival, retrieval, and recording of client files in accordance with best practices.
  • Witness the execution of Estate Planning documents and update precedents as required to maintain efficiency and accuracy.

Requirements:

  • Experience in the legal, trustee company, or finance industries or related field is preferred but not essential.
  • High-level organizational skills and awareness of corporate collaboration and client sensitivities are crucial for this role.
  • Proficient computer skills, particularly MS Office suite and Salesforce (desirable), will enable you to work efficiently and effectively.
  • Completion of paralegal studies or a legal or related university degree either completed or near to completion is a plus.

About Us:

As a leading specialist trustee company, we are committed to providing a workplace that is flexible, rewarding, and supportive of individual development.

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