Senior Wills and Estate Planning Consultant
3 weeks ago
- Ongoing. 35 hours per week.
- Location: Bathurst. This role is customer facing and requires office attendance five days per week.
- Clerk Grade: Level 5/6. Base salary $99,938 p.a. to $110,277 p.a. plus superannuation and annual leave loading.
At NSW Trustee and 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.
Our commitment to diversity
Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds.
About The Team
The Estate Planning and 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 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 ahead 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 planning ahead documents such as Wills, Powers of Attorney and Enduring Guardianship, 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 collaborating to support the delivery of professional Estate Planning services across NSW in a financially sustainable way. The Senior Wills and Estate Planning Consultant will independently handle complex client matters and provide guidance and support to Wills and Estate Planning Consultants.
For more information about the position, view the role description.
About You
Application is encouraged if you demonstrate the following skills, knowledge and experience:
- 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 have experience in drafting and executing Wills and Estate Planning instruments that are legally compliant and to a high standard.
- You have strong collaboration skills and can build & develop effective working relationships with internal and external stakeholders.
- You successfully apply a problem-solving and solution-focussed approach to your work.
Essential Requirements
- Tertiary qualifications and/or equivalent knowledge, skills and experience in a relevant discipline or industry, such as legal, finance, professional services, and/or government.
- Willingness to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents.
- Current driver's licence and ability to travel across NSW as required.
- Available to work after hours and weekends as required.
- NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include:
- work-life balance with flexible work options (working from different work locations, variable start/finish times, job sharing)
- various leave options (recreation, parental, and flex leave of up to 24 days per year)
- career development including study leave and acting opportunities
- access to Fitness Passport and employee assistance program, and annual flu vaccinations
How To Apply
To apply for this role:
- complete the online application
- submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
- answer the following targeted questions (maximum two pages):
- Can you describe a time when you were preparing or executing a document and encountered a situation that raised ethical or legal concerns? How did you ensure your actions upheld professionalism and legal compliance.
- Describe a situation where you collaborated with internal or external stakeholders to improve a service or outcome for customers. What was the issue, how did you approach the collaboration, and what was the result for the customer.
Closing date
Applications close 11:59pm, Thursday 21st August 2025
For enquiries about the role, please contact Hiring Manager Emma Winnell, Regional Manager, Estate Planning and Administration on emma.winnell@tag.nsw.gov.au.
For enquiries about the recruitment process, please contact Talent Advisor Amy Cross, on amy.cross@tag.nsw.gov.au.
Please do not send your applications directly via email, LinkedIn or SEEK. Only applications submitted via the online portal will be accepted.
Please Note
- If you need an adjustment in the recruitment process, please contact People and Culture via email at peopleandculture@tag.nsw.gov.au
- Offers of employment will be subject to reference checks and relevant clearances.
- A talent pool may be created for future ongoing and temporary roles and is valid for 18 months.
#J-18808-Ljbffr
-
Senior Wills and Estate Planning Expert
2 weeks ago
Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277Job SummaryA Senior Wills and Estate Planning Consultant will be responsible for delivering high-quality, timely Wills and Estate Planning services to the community.
-
Senior Estate Planning Specialist
2 days ago
Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277Job Title: Senior Estate Planning SpecialistJob Description:We are seeking a highly skilled and experienced Senior Estate Planning Specialist to join our team. The successful candidate will be responsible for delivering professional, high-quality, and timely estate planning services to our clients in the NSW community.This role involves drafting and...
-
Estate Planning Professional
2 weeks ago
Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277About the RoleThe Senior Estate Planning Professional will independently handle complex client matters and provide guidance and support to estate planning experts.Key ResponsibilitiesDrafting and executing estate planning instruments that are legally compliant and of high standard.Providing professional, high-quality, and timely estate planning services to...
-
Wills and Estate Planning Professional
2 weeks ago
Bathurst, New South Wales, Australia beBeeCustomerCare Full time $99,338 - $110,277About UsWe 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 or financial manager, we are here for critical moments in their lives.
-
Will Executor and Asset Manager
2 weeks ago
Bathurst, New South Wales, Australia beBeeEstate Full time $99,338 - $110,277Wills and Estate Planning SpecialistThis is a unique opportunity to contribute to the delivery of high-quality Wills and Estate Planning services. As a key member of our team, you will work closely with internal and external stakeholders to achieve exceptional outcomes for our customers.The role involves drafting and executing legally compliant and...
-
Senior Rehabilitation Consultant
2 hours ago
Bathurst, New South Wales, Australia beBeeRehabilitation Full time $90,000 - $135,000Key Role in RehabilitationOur organization empowers individuals to thrive after injuries, seeking talented professionals to join our rehabilitation team as senior consultants. This role guides clients through their recovery journey with innovative support and solutions that create lasting impact.Managing client portfolios requires commitment and...
-
New Graduate To Senior Rehabilitation Consultant
10 hours ago
Bathurst, New South Wales, Australia Marsh Full timeNew Graduate to Senior Rehabilitation ConsultantJoin or sign in to find your next jobJoin to apply for the New Graduate to Senior Rehabilitation Consultant role at MarshNew Graduate to Senior Rehabilitation Consultant1 week ago Be among the first 25 applicantsJoin to apply for the New Graduate to Senior Rehabilitation Consultant role at MarshWe are seeking...
-
Senior Ecologist
2 weeks ago
Bathurst, New South Wales, Australia Bayside Group Full timeOur Client is a values-driven consultancy offering a comprehensive range of expert knowledge and innovation to enrich the communities where we live and work.They are seeking a Senior Ecologist to join their team in Orange, NSW. This role is an exciting opportunity for a motivated individual looking to lead projects, mentor junior staff and provide high-level...
-
Senior Ecologist
4 weeks ago
Bathurst, New South Wales, Australia Bayside Group Full timeOur Client is a values-driven consultancy offering a comprehensive range of expert knowledge and innovation to enrich the communities where we live and work.They are seeking a Senior Ecologist to join their team in Orange, NSW. This role is an exciting opportunity for a motivated individual looking to lead projects, mentor junior staff and provide high-level...
-
Senior Ecologist
2 weeks ago
Bathurst, New South Wales, Australia Bayside Group Full timeOur Client is a values-driven consultancy offering a comprehensive range of expert knowledge and innovation to enrich the communities where we live and work.They are seeking a Senior Ecologist to join their team in Orange, NSW. This role is an exciting opportunity for a motivated individual looking to lead projects, mentor junior staff and provide high-level...
