Responsibilities
Assist the team with conducting trust investigations, including reviewing trust deeds, supplemental deeds, loan agreements, security documents, and other financial instruments.
Liaise with clients via email and telephone assisting with general queries and requesting/reviewing required information/documents.
Manage and organise electronic matter files, ensuring all documents are accurately filed and easily accessible.
Coordinate with clients, financial institutions, and other parties to gather necessary information and documentation.
Draft correspondence, legal memoranda, and other documents as required.
Assist in the due diligence processes.
Qualifications
Strong understanding of banking and finance regulations and legal procedures.
Proficiency in legal research and familiarity with legal research databases.
A keen eye for detail and the ability to consistently produce accurate, high-quality work.
An interest in contributing to process improvement and systems.
The initiative and drive to take ownership of your matters and client portfolios.
A proactive approach and positive attitude.
We encourage applications from people of all ages, abilities, cultural backgrounds, genders (including trans or gender diverse), LGBTQ+ people and those with carer responsibilities. We particularly encourage Aboriginal and Torres Strait Islander people to apply.
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