Wills & Estate Planning Consultant

2 weeks ago

Newcastle, New South Wales, Australia NSW Department of Communities and Justice Full time

Division:
Estate Planning & Admin- Location: Newcastle, NSW, AU, 2300 Wollongong, NSW, AU, 2500- Req ID: 60323
Wills and Estate Planning Consultant - NSW Trustee & Guardian

  • Ongoing fulltime vacancies based at our Newcastle (x1) and Wollongong offices (x1)
  • Base salary $75,992 to $83,211 plus super and annual leave loading. (Clerk Grade 3/4)


We are seeking Consultants, keen and motivated to help increase our market share and support the delivery of professional services within our Wills & Estate Planning division.


About us:

At NSW Trustee & Guardian, we protect, promote, and support the rights, dignity, choices and wishes of our customers.

Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers' lives.

Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.

About the team:


The Estate Planning & Administration division is responsible for delivering NSW Trustee & Guardian's commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates.

The teams administer assets in accordance with the functions and obligations under the relevant legislation and makes legal decisions within legal frameworks and NSWTG's prescribed delegations.


The Wills and Estate Planning team provides a fully accredited Will preparation service, writing more than 13,000 Wills, Power of Attorney and Enduring Guardianship documents each year, helping customers to plan and document their last wishes.


About the role:


The role is responsible for the delivery of professional, high quality and timely Wills and Estate Planning services, including drafting simple planning ahead documents, for the NSW community.

The role is required to contribute to team performance within the Wills and Estate Planning Network including increasing our market share and providing direct and timely administrative support to ensure the provision of a seamless end-to-end service that is customer and outcome focussed.

For more information about the position, view the role description.

About you:

  • You believe that supporting customers to document their last wishes is a privilege that needs to be carried out with warmth, support understanding, and the utmost respect.
  • You see building strong relationships and being a trusted advisor as essential in providing peace of mind to customers that their instructions on the disbursement of their Estate will be fulfilled.
  • You have a keen interest in social outcomes, justice and advocating for people, and can demonstrate high levels of empathy and emotional intelligence.
  • You have strong collaboration skills and can build & develop effective working relationships with internal and external stakeholders.

Essential requirements:

  • Current driver licence and ability to travel across NSW as required.
  • Willingness to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents. Training and accreditation is provided by NSW Trustee & Guardian.
  • Available to work after hours and weekends as required and in particular circumstances.
  • Up to date COVID19 vaccination status and able to provide acceptable proof.

Our commitment to diversity:

What we offer:

NSW Trustee & Guardian offers interesting, challenging and rewarding work that has real purpose.

Other benefits of joining us include:
- work-life balance with flexible work options including flex leave
- leave options including 14 weeks parental or adoption leave
- career development including study leave

  • Fitness Passport
Be part of something bigger. For more about joining us, visit the Careers page on our website.

How to apply:

  • Submit a current resume (max 5 pages)
  • Attach a cover letter (max 2 pages) outlining your skills, experience and suitability for the role

Closing date: 11:59pm, Sunday 21st May 2023

Please note:

  • If you wish to request an adjustment in the recruitment process or workplace, please inform us of your requirements in your cover letter.

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