Equity Trustees

We have a fantastic opportunity for you to utilise your legal education to join us as a Paralegal in the Estate Planning team at our Perth office. Your key purpose will be to provide legal and administrative support to the Senior Estate Planning Lawyer at our Perth office and on occasion, to the wider national Estate Planning team.

The role’s purpose is to:

Support the Senior Estate Planning Lawyer by:

  • providing administrative and office support;
  • preparing and drafting standard legal documents, emails and letters;
  • communicating with clients to arrange appointments and follow up progress of their matter;
  • ensuring client data is maintained and is accurate;
  • administering general file management, including accurately managing the archival, retrieval and recording of client files, both hard and soft copies;
  • witnessing the execution of Estate Planning documents; and
  • updating precedents as required and directed.

What you'll need to succeed:

  • Experience in the legal, trustee company or finance industries or related field
  • High-level level organisational skills
  • Awareness of corporate collaboration and client sensitivities (e.g. around communication, documentation and records)
  • Proficient computer skills, particularly MS Office suite and Salesforce (desirable)
  • Completion of paralegal studies or a legal or related university degree either completed or near to completion

What we can offer you:

  • A warm, open and supportive culture
  • An attractive remuneration package, including reward and recognition programs
  • An employee wellness program, including discounted health insurance and an employee assistance program
  • A workplace volunteering and giving program to enable you to help others in the community
  • Discounted tax and estate planning services
  • Great central CBD location, modern office fit-out and end of trip facilities.

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

Agencies please note that this vacancy is being managed directly by the Equity Trustees’ HR team. We will contact our preferred agency partners should we require additional support. Thank you.