Paralegal

**What Makes Us, Us**

Established in 1840, we're Australia's first member-owned wellbeing company, delivering health, wealth and care services to more than 700,000 Australians. Today, while we've grown to a company of more than 7000 employees, our focus remains the same as it was 180 years ago — to deliver Real Wellbeing for our customers, members and the community.

We support your Real Wellbeing so you can better support our members' and customers' wellbeing journey

**There Are Four Key Attributes That Set Us Apart**
- **Good people**: We strive to set ourselves apart through the capability, warmth and expertise of our people.
- **Wellbeing experts**: Our breadth of capability enables us to provide smart solutions and services across all domains of wellbeing.
- **Long-term commitment**: As a member-owned company, we've been focusing on long-term outcomes and single-minded dedication to our members and customers since 1840.
- **Driving positive impact**: Everything we do is focused on making a positive difference at a personal, community and societal level.

These pillars are infused with our values of **bold, warm **and** honest**

**About our opportunity
**The Paralegal within our Australian Unity Trustees Legal Services business is an integral part of our Wealth & Capital Markets pillar of our business. You'll successfully provide high quality paralegal support within the incorporated legal practice by means of liaising with clients and attending customer-centric meetings, drafting documentation such as wills, powers of attorney, and file notes. Reviewing legal documentation and providing general administrative support for the Victorian Legal team is also critical to succeeding in this role.

This is a pivotal role that demands exceptional time management and organisational skills, an eye for detail and respect of confidentiality, a proactive and flexible attitude and ability to work autonomously in a stakeholder-dynamic environment. Additionally, your ability to quickly build strong professional relationships are crucial in your day-to-day.

**What you will deliver**
- Liaising with client to arrange initial meeting, drafting of documentation including standard wills, wills incorporating testamentary trusts, enduring powers of attorney, trust deeds, correspondence and related material, obtaining peer review, confirming instructions, finalising documentation, arranging signing meeting, finalising file and archiving file organisations.
- Develop and maintain appropriate high level working relationships with financial advisers (both employee and independent) for referral of new matters
- Partner and collaborate across functions to deliver on key strategic initiatives and drive customer obsession.
- Manage people processes, risk management frameworks, and your responsible workforce resources, including assisting with the effective management of FTE budgets.

**About you**

We are searching for a professional who will join us in striving to live our values of bold, warm and honest, in everything we do.

Additionally, we are looking for:

- Relevant experience as a paralegal or 3 or more years relevant experience as a legal administration assistant in a private practice or a corporate environment in areas set out in position dimensions section above;
- Wills and estates, preferably estate planning and estate administration, experience preferred
- General legal experience in property, commercial and/or related law required

**Your Benefits**

You will enjoy a range of great employee benefits and rewards including:

- Competitive Remuneration and variable bonus
- A range of attractive product and service discounts from Australian Unity's Retail and Wealth Management portfolio - including health insurance and banking products
- Flexible Working Arrangements including Work-From-Home days with a real work-life balance
- Access to 14 weeks paid parental leave, available to both the primary or secondary parent
- Access to our Bump to Baby program - a free employee hotline to a team of maternal health experts, including Midwives and Maternal Child Health Nurses
- Available access to LinkedIn Learning courses through our great Learning platform
- Additional paid Deep Listening, Wellbeing and Volunteer leave days yearly

**Where to from here?