Estate Planning Concierge — Client-Centric Admin Pro

Equity Trustees Ltd; Melbourne; Híbrido; AUD 50.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Wellness program

Discounted health insurance

Employee assistance program

Volunteer program

Top 30 Best Workplaces to Giveback 202

Discounted estate planning services

Descripción de la vacante

Equity Trustees Ltd is seeking an Estate Planning Assistant in Melbourne to support clients and lawyers in delivering high-value estate planning services. You will work with a collaborative team, assisting with client onboarding, document handling, and wills witnessing, while maintaining data integrity and efficient workflows.

The role involves proactive administration, CRM usage, and strong client communication, with hybrid working options and a focus on discretion and client sensitivities.

Formación

• Strong communication and interpersonal skills.
• Excellent organisational skills and ability to work independently.
• Attention to detail and ability to manage multiple priorities.
• Proactive approach and discretion in handling client information.
• Familiarity with Salesforce or similar CRM and MS Office.
• Experience in a Legal Office, Trustee, or Finance-related field is valued.

Responsabilidades

• Provide proactive administrative support as a primary point of contact for enquiries.
• Support end-to-end progression of matters with consistent data and risk controls.
• Coordinate communications within the team and assist lawyers to meet deadlines.
• Archive, retrieve and record client files (hard and soft copies).
• Oversee onboarding processes and client communications, and witness wills where appropriate.
• Provide overflow support and leave coverage for the Document Services Administrator.

Conocimientos

Communication

Organisation

Attention to detail

Proactive

MS Office

Salesforce

Team player

Client relations

Administration

Relationship building

Herramientas

Salesforce

MS Office Suite

Descripción del empleo

Equity Trustees Ltd is seeking an Estate Planning Assistant in Melbourne to support clients and lawyers in delivering high-value estate planning services. You will work with a collaborative team, assisting with client onboarding, document handling, and wills witnessing, while maintaining data integrity and efficient workflows.

The role involves proactive administration, CRM usage, and strong client communication, with hybrid working options and a focus on discretion and client sensitivities.