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Will Writer (CL 2 )

Job posted: 08/09/2021
Applications close: 27/09/2021 (Midnight)
7 days remaining

7 days remaining

Job Description

Location: Melbourne | Southern Metropolitan

Job type: Full time

Organisation: State Trustees Limited

Salary: Salary not specified

Occupation: Asset Management and Planning

Reference: VG/TS/1565247E

Reference: VG/TS/1565247E

Occupation: Asset Management and Planning

Salary Range: Salary not specified

Work location: Melbourne | Southern Metropolitan

  • Dandenong location with an expectation to travel to other sites
  • Salary circa $67k + super
  • Applications close 27 September 2021

 

About Us

State Trustees provides Victorians with financial and legal assistance during all stages of their life, including specialised services and products such as Will Writing, Powers of Attorney, Executor Services, Trustee Services, and Personal Financial Administration.

For more information about how State Trustees assists Victorians please visit our website www.statetrustees.com.au

About the Role

We have an excellent opportunity for an experienced Will Writer to join our Legal, Wills and Genealogy team. The purpose of this position is to take client instruction, prepare and execute Wills and Enduring Powers of Attorney (EPA), whilst promoting the benefits of State Trustees as Executor.

You will be responsible for cross-selling State Trustees' Estate Planning services and broader organisational services where appropriate. In addition, you will be involved in our Regional Visitation and Home Visitation programs.

Duties

  • Meet with clients and take instructions to prepare Will & EPAs
  • Prepare Will & EPAs in accordance with client instructions
  • Identify and refer issues for legal review
  • Arrange and attend appointments relating to Wills & EPAs

Skills & Experience

  • Demonstrated Will writing and understanding of key legal requirements for validity
  • Well-developed professional communication (written & spoken)
  • Strong attention to detail and accuracy
  • Intermediate computer literacy including use of Microsoft Office

Experience with Chameleon will-writing software and/or knowledge and understanding of relevant legislation relating to Estate Planning services including Trustee Act, Administration and Probate Act, Will Act, Settled Land Act, Victorian Information Privacy Act will be highly regarded

Employee Benefits

Our people's wellbeing is important, and we are proud to offer the following benefits:

  • Career development
  • Health and well-being programs
  • Flexible working conditions
  • Education assistance
  • Purchased leave
  • Employee assistance program
  • Reward and recognition program
  • Free Will preparation
  • Retailer discounts
  • Charitable workplace giving
  • Employee social club

Our Culture

For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion – we are here, we work together, and we bring our best.

How to Apply

Click the Apply button to commence the application process. In your application, please include a cover letter and CV.

Employment at State Trustees is conditional upon satisfactory Criminal History Check and Anti Money Laundering Check.

State Trustees is an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees will respond to requests for reasonable adjustments from applicants with disabilities.

State Trustees strongly encourages applications from Aboriginal and Torres Strait Islander people.

Will Writer (CL 2 )

Job type:

Full time

Job classification:

CL 2

Contact:

Talent Acquisition | Talent@statetrustees.com.au

Will Writer (CL 2 )