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 cooperative 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 solid 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 (Australia)
🏢 Equity Trustees
📍 Australia
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