Will Executor and Asset Manager
2 weeks ago
This 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 high-standard Wills and Estate Planning instruments. You will have strong collaboration skills and be able to build effective working relationships with internal and external stakeholders.
- Problem-solving and solution-focussed approach to work;
Tertiary qualifications in a relevant discipline or industry such as legal, finance, professional services and/or government are essential. Willingness to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents is also required.
Other benefits 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);
We offer interesting, challenging and rewarding work that has real purpose. Be part of something bigger by contributing to this critical area of service delivery.
Key aspects of the role include:
- Effective communication and stakeholder management;
- Ability to draft and execute high-standard Wills and Estate Planning instruments;
- Proactive problem-solving and solution-focussed approach to work;
Successful applicants will have tertiary qualifications and/or equivalent knowledge, skills and experience in a relevant discipline or industry. They will be willing to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents.
Benefits of Joining Our TeamJoin us and enjoy:
- Flexible work arrangements to support work-life balance;
- Professional development opportunities; and
- A supportive and inclusive work environment.
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