Estate Planning Document Services Administrator

JobAdder Operations Pty; Adelaide; Hybrid; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Culture & inclusion

Remuneration package

Wellness program

Volunteer program

Top 30 Best Workplaces to Giveback 202

Tax/estate planning discounts

16 weeks parental leave

Central CBD location

Flexible/Hybrid work

Job summary

Equity Trustees is seeking a Document Services Administrator in Adelaide to support secure storage, retrieval, release and archiving of Estate Planning documents, while delivering exceptional client service and regulatory compliance.

Based in a structured, collaborative team environment, you will manage document workflows, support audits and Continuous Improvement initiatives, and contribute to a culture focused on accuracy and care for clients.

Qualifications

• Previous experience in administration, records management or client service roles.
• Strong attention to detail and commitment to accuracy.
• Excellent organisational and time-management skills with ability to manage multiple priorities and meet deadlines.
• Professional communication skills, both verbal and written, with a client focus.
• Experience handling sensitive information and following documented processes.

Responsibilities

• Coordinate document retrieval, release and archiving requests in line with workflows and standards.
• Respond to client and stakeholder enquiries via phone and email.
• Perform document verification checks; escalate for approvals or further review as needed.
• Maintain accurate client, document and workflow records across systems.

Skills

Administration experience

Records management

Attention to detail

Customer service

Microsoft Office

Job description

Equity Trustees is seeking a Document Services Administrator in Adelaide to support secure storage, retrieval, release and archiving of Estate Planning documents, while delivering exceptional client service and regulatory compliance.

Based in a structured, collaborative team environment, you will manage document workflows, support audits and Continuous Improvement initiatives, and contribute to a culture focused on accuracy and care for clients.