As a Will Writer in Dandenong, you will prepare clear will documentation within the Financial Services industry and help clients record their wishes accurately. You will use sound legal drafting practices to produce reliable documents that support the organisation's Legal department.
The organisation operates in the Financial Services industry
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.
Profile
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 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.
