Estate Planning Assistant

2 weeks ago

Sydney, New South Wales, Australia Equity Trustees Full time $60,000 - $80,000 per year

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
  • Previous experience working as a Legal Assistant or Administration Assistant is highly regarded (not essential)

What We Can Offer You

  • 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 2024.
  • Discounted tax and estate planning services.
  • 16 weeks paid parental leave for the primary carer.
  • 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 is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company

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