Search suggestions:

casual
no experience
retail
no experience required
electrician
woolworths
part time casual
hospitality
receptionist no experience
work from home
support worker
part time
accounting
Melbourne
Sydney
New South Wales
Queensland
Adelaide
Victoria
Tasmania
Adelaide City Council
Newcastle
Wollongong City Council
Perth
Remote
Apply

Will Consultant

State Trustees Limited
$73,685 - $93,302 a year
Victoria
Full time
3 weeks ago
  • South-Eastern location, full time in office
  • Help clients plan for the future by preparing Wills and Powers of Attorney
  • Applications close 1 July 2025

About State Trustees

We are the Public Trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing. With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

We employ people from a range of backgrounds and industries within a client-focused environment that is supportive, inclusive and team-oriented. For more information visit www.statetrustees.com.au

About the Role

We're looking for someone to join our experienced and supportive Wills team. In this client-facing role, you'll prepare Wills, Powers of Attorney and Medical Treatment Decision Maker documents, support clients to make informed decisions, and help promote State Trustees as a trusted executor and estate planning service provider.

The role is primarily onsite based in Melbourne's South-Eastern Suburbs, however some travel to other areas of Victoria will also be required.

Duties

  • Engage with clients before and after their appointments to improve appointment outcomes, client satisfaction and retention.
  • Meet with clients to prepare their Wills and Powers of Attorney.
  • Prepare documents that reflect client wishes and comply with legal requirements
  • Identify and escalate matters for legal review when needed
  • Educate clients on the benefits of nominating State Trustees as Trustee, Executor or Financial Attorney in documents
  • Refer clients to other services when relevant

Skills & Experience

  • Current Practicing Certificate or eligibility to obtain one immediately
  • Experience preparing Wills and Powers of Attorney, including a sound understanding of the legal requirements for validity and efficacy
  • Strong written and verbal communication skills
  • High attention to detail and a client-focused approach
  • Comfortable using Microsoft Office and working with client management systems
  • A working knowledge of relevant estate planning legislation (eg Wills Act, Administration and Probate Act, Powers of Attorney Act etc)
  • Experience driving commercial outcomes including appointment volumes, upselling and cross-selling of complimentary services
  • Ability to hit the ground running and thrive in a fast paced, client facing environment

Employee Benefits

  • We're proud to offer a range of benefits that support our team's wellbeing and growth:
  • Flexible working conditions
  • Career development opportunities
  • Health and wellbeing programs
  • Education assistance
  • Purchased leave
  • Employee assistance program
  • Reward and recognition program
  • Free Will preparation
  • Retail and lifestyle discounts
  • Charitable workplace giving
  • Social club events

How to Apply

Click Apply to submit your application with a cover letter and CV.

We value diversity and strive to create a workplace where everyone feels they belong. We welcome applicants of all backgrounds and identities-if you think you're a good fit, we'd love to hear from you.

Save Apply
Report job
Other Job Recommendations:

Consultant, Contaminated Land Management

WSP Australia
New South Wales
  • Collect environmental samples of soil, groundwater, soil...
  • Interrogate large datasets, develop conceptual site models...
1 day ago

Senior ServiceNow University Consultant

ServiceNow
Victoria
  • Oversee the learner target and development of an assigned...
  • KPIs are based around learner journey adoption metrics,...
1 day ago

Telehealth - Injury Triage Consultant (Allied Health role)

MedHealth
Victoria
  • Support and care for clients with empathy and expertise to...
  • Undertake coordination of supports and wellbeing services...
2 days ago

Supplier Consultant

Insignia Financial
New South Wales
  • Support the Agreement Managers with day-to-day management of...
  • Act as a point of contact for Insignia’s material service...
2 days ago

SLIMS Technical Consultant

Agilent Technologies
Queensland
  • Presales: Engaging with sales for requirement analysis,...
  • Engaging with sales for requirement analysis, scoping...
2 days ago