Principal Wills and Estate Planning Consultant

4 weeks ago

Sydney, Australia NSW Government -Estate Planning & Admin Full time

We are looking for a keen and motivated Team Leader to help increase our market share and oversee the delivery of professional services within our Wills & Estate Planning team.
- Full-time, ongoing role. 35 hours per week
- Location: 1 x ongoing vacancy at Parramatta AND 1 x ongoing vacancy at Port Macquarie
- Clerk Grade 7/8. Base salary $101,974 p.a. to $112,849 p.a. plus superannuation and annual leave loading

**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 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**

This is an exciting role responsible for effectively leading a high performing team to deliver professional high quality and timely Wills and Estate Planning services to the NSW community. The role is responsible for managing the teams' performance, ensuring services meet the needs of the customers, there is growth and an increase in our market share and the services that are delivered are financially sustainable.?

For more information about the position, view the role description

?**About you**
- You have experience in developing and leading a high performing team with a culture of accountability and achievement and a proven ability and commitment to supporting customers and staff.
- 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 are a leader with strong coaching and mentoring skills.

**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.

**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 resume (max 5 pages)
- Attach a cover letter (max 2 pages) outlining your skills, experience and suitability for the role
- Provide a written response to the two targeted questions below (max 2 pages):

- This position requires someone with exceptional leadership experience to support a team to deliver high quality customer service. Please tell us about your leadership experience and how it relates to this role?
- Describe a situation where you were explaining technical information and the other person didn’t understand. How did you handle that and what was the result.

**Applications close: Wednesday, 2nd August 2023 at 11:59pm**?

**Please note**:

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