The organisation operates in the Financial Services industry
Job Description
- Prepare wills and related legal documents that clearly reflect client instructions.
- Gather and review client information to ensure documents are complete and accurate.
- Explain document requirements and next steps in clear, practical language.
- Maintain accurate file notes and document records throughout the drafting process.
- Review drafted documents for clarity, consistency and correct formatting before issue.
- Manage documentation workflows to help matters progress in an organised and timely way.
- Work with relevant internal stakeholders to resolve document queries and confirm instructions.
- Handle client information with care and discretion when preparing legal documentation.
The Successful Applicant
A successful 'Will Writer' should have:
- Experience preparing wills or other legal documents with close attention to detail.
- Strong written communication skills for drafting clear and accurate documents.
- Ability to interpret client instructions and translate them into practical documentation.
- Sound document review skills, including checking content, formatting and completeness.
- Confidence managing records and maintaining well-organised files.
- Ability to communicate document requirements clearly with clients and internal contacts.
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Will Writer in Melbourne employer: Michael Page
Join a well-established investment management firm in Melbourne that prioritises employee growth and fosters a positive work culture. With a focus on collaboration and professional development, this company offers a unique opportunity to work with a diverse portfolio of investment funds while enjoying a supportive environment that values your contributions and encourages innovation.
