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.

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