07 Nov
|
Equity Trustees
|
Melbourne
07 Nov
Equity Trustees
Melbourne
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 team-oriented team, assisting with client onboarding, document handling, and wills witnessing, while maintaining data integrity and productive workflows.
The role involves proactive administration, CRM usage, and strong client communication, with hybrid working options and a focus on discretion and client sensitivities.
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📌 Estate Planning Concierge — Client-Centric Admin Pro (Melbourne)
🏢 Equity Trustees
📍 Melbourne