Estate Manager | Wills & Estates (Canberra)

Estate Manager | Wills & Estates (Canberra)

11 Sep
|
The People Initiative
|
Canberra

11 Sep

The People Initiative

Canberra

ABOUT US

The People Initiative is a recruitment agency changing the game in the industry. Every placement we make creates a positive impact within the not-for-profit community. We're proud to be partnering with a premier, long-established full-service law firm in Canberra. Known for their deeply rooted community values, exceptional client care, and outstanding professional reputation, they are currently seeking talented professionals to join their growing Wills & Estates team.

The Position: Estate Manager | Wills & Estates

We are offering an excellent opportunity for an Estate Manager to join a highly respected Wills & Estates practice in Canberra. Working closely with the Wills & Estates Team Lead, you will play a key role in ensuring estate matters are managed efficiently from commencement through to finalisation. You'll provide essential support across estate administration, working closely with lawyers, clients, beneficiaries, financial institutions and other stakeholders.

This role would suit someone who is highly organised, meticulous with detail and confident managing files and responsibilities independently, while still enjoying being part of a collaborative legal team.

In This Role, You Will:

- Manage estate matter files from opening through to completion, ensuring documentation, compliance requirements and key administrative tasks are handled accurately.
- Liaise professionally with clients, beneficiaries, financial institutions, share registries, Revenue Offices and other stakeholders throughout estate administration matters.
- Prepare Court forms, estate administration documentation, correspondence, deeds, payment requests and documents for lodgement.
- Support Wills & Estates lawyers with client appointments, signing and witnessing,



court and mediation matters, while coordinating with the Property team on estate property transactions.
- Maintain precedents, manage accurate file and time records, delegate tasks to paralegals where appropriate and proactively improve systems and processes within the team.

About You:

You'll bring:
- At least 3 years' experience as a private law firm paralegal or senior administration assistant or EA or within a bookkeeping role.
- Strong experience in file management and legal administration, with the ability to manage matters accurately from opening through to completion.
- Confidence liaising with clients, financial institutions, assetholders and other professional stakeholders.
- Experience preparing professional correspondence, legal documentation and working with established precedents.
- The ability to take initiative, identify improvements and implement effective systems and processes for managing matter files.
- A professional and cooperative approach, with the confidence to work independently under supervision while supporting lawyers and the broader team.

What We Offer:

- A supportive, inclusive and values-driven team culture within a highly regarded Canberra firm.
- The opportunity to become an integral part of an established Wills & Estates practice.
- Varied and meaningful work across estate administration and related matters.
- A collaborative environment where initiative, organisation and attention to detail are genuinely valued.
- Ongoing professional development and opportunities to further build your expertise within Wills & Estates.

To Apply:

Please submit your application via Seek. For any questions or a confidential conversation, contact our team at [email protected]

We look forward to hearing from you!

📌 Estate Manager | Wills & Estates (Canberra)
🏢 The People Initiative
📍 Canberra

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