Senior Estate Planning Professional

2 days ago

Sydney, New South Wales, Australia beBeeEstate Full time $110,266 - $122,058
About the Role

We are seeking an experienced Senior Estate Planning Professional to lead our regional team in delivering high-quality and timely Estate Planning services.

The ideal candidate will have expertise in drafting and executing Estate Planning instruments that meet legal requirements. They will also possess strong collaboration skills, able to build effective working relationships with stakeholders.

This role involves:

  • Undertaking drafting, preparation, and execution of Estate Planning documents to a high standard;
  • Providing expert advice on Estate Planning matters, ensuring client needs are met;
  • Allocating resources and work to staff to ensure efficient and effective working environments.

This is an exciting opportunity to make a difference in people's lives and contribute to their protection, promotion, and support.

About Our Organisation

We are a dedicated government agency committed to supporting our customers through critical moments in their lives.

We offer interesting and challenging work that has real purpose, along with various benefits including flexible work arrangements, leave options, career development opportunities, and access to employee assistance programs.

Key Responsibilities

As a Senior Estate Planning Professional, your key responsibilities will include:

  • Drafting and preparing Estate Planning documents;
  • Providing expert advice on Estate Planning matters;
  • Managing and allocating resources and work to staff;
  • Building and maintaining effective working relationships with stakeholders.

You will be responsible for delivering high-quality Estate Planning services that meet our customers' needs and expectations.

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