- 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.
