Estate Planning Document Specialist (Hybrid)

Equity Trustees; Adelaide; Hybrid; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible/Hybrid work

Wellness program

Health insurance discount

Employee assistance program

Volunteer program

Parental leave (16 weeks)

Job summary

Equity Trustees in Adelaide is seeking a Document Services Administrator to support the secure storage, retrieval, release and archiving of Estate Planning documents.

You will deliver accurate, high-quality service while complying with processes and regulatory requirements. This role suits someone who excels in structured environments and records management, with a strong focus on client service.

Qualifications

• Experience in administration, records management, or client service.
• Strong attention to detail and accuracy.
• Excellent organisational and time-management skills.
• Professional verbal and written communication with a customer focus.
• Experience handling sensitive information and following processes.
• Ability to work independently and in a collaborative team.
• Proficiency with Microsoft Office and document management systems.
• Experience in Trustee Services, Estate Planning, Financial Services or Legal Administration preferred.

Responsibilities

• Coordinate document retrieval, release and archiving requests.
• Respond to client and stakeholder enquiries by phone and email.
• Perform document verification checks and escalate approvals.
• Maintain accurate client, document and workflow records.
• Monitor shared inboxes and workflow queues.
• Coordinate scanning, filing and secure document handling.
• Liaise with Estate Planning teams to facilitate requests.
• Support compliance, audits and process improvements.

Skills

Administration

Records management

Document management

Client service

Attention to detail

Organisational skills

Communication skills

MS Office

Document control

Trustee services experience

Tools

Trustee/estate planning software

Job description

Equity Trustees in Adelaide is seeking a Document Services Administrator to support the secure storage, retrieval, release and archiving of Estate Planning documents.

You will deliver accurate, high-quality service while complying with processes and regulatory requirements. This role suits someone who excels in structured environments and records management, with a strong focus on client service.