Estate Management Co-ordinator

If gold stars were being handed out, you'd earn a bunch of them for:

• Exceptional attention to detail.
• Organisational skills.
• Ability to manage competing priorities.
• Experience with end-to-end file management and documentation preparation.
• A proactive and team-focused attitude.
• Exceptional communication (written and verbal)
• Exceptional client service skills.

Bonus points if you've been looking for the opportunity to be a fundamental part of a business that's disrupting the status quo and putting people at the heart of the law.

We're looking for a quick learner who pays meticulous attention to detail. Applicants will bring the following skills and experience:

• 2+ years of experience in senior administration or in a legal practice.
• A fundamental understanding of accuracy and confidentiality in handling sensitive information. 
• Experience liaising with clients, service providers, and key stakeholders.
• Proficiency in Microsoft 365 Suite with a particular focus on Excel spreadsheets.
• Experience using Dropbox, Canva & Adobe.
• Familiarity with LEAP Legal Practice Management Software or similar.

You will work closely with the Principal Lawyer to help support executors and provide probate and estate management services. 

Your tasks will include, but not be limited to:

• Respond to client, supplier, and stakeholder enquiries directly relating to estate management and probate.
• Preparation of documents and lodging applications for Grant of Probate or Letters of Administration.
• Preparation of superannuation death benefit applications.
• Lands Title and other searches.
• General document management, including drafting and amending client documents, preparing beneficiary documents, preparing affidavits and other forms.
• Liaison with CourtsSA, banks, superannuation funds, and other service providers.Preparation of management summaries.
• Preparation of assets and liabilities registers.
• Payment and management of estate expenses and liabilities.
• Printing, scanning and filing.
• Proactive management of client communications and maintenance of ongoing relationships.
• Attend client meetings where required.