Executive Estate Planning Advisor

2 days ago


Bathurst, New South Wales, Australia beBeeEstate Full time $99,938 - $110,277
Senior Estate Planning Professional Opportunity

This role involves delivering high-quality estate planning services to clients, drafting and executing legally compliant Wills, Powers of Attorney, and Enduring Guardianship documents.

The successful candidate will provide expert advice and guidance on estate planning matters, collaborate with stakeholders to improve service delivery, and contribute to team performance.

Key Responsibilities Include:
  • Providing in-depth expertise on estate planning matters
  • Drafting and executing complex legal documents
  • Collaborating with internal and external stakeholders
  • Contribution to team goals within the estate planning network
Requirements for Success:
  • Tertiary qualifications in a relevant field or equivalent knowledge and experience
  • Commitment to obtaining necessary accreditations and certifications
  • Availability to work flexible hours and travel as required
  • Ability to balance workload and meet deadlines
A Rewarding Career Awaits You
  • Opportunity to make a meaningful impact on clients' lives
  • Work-life balance with flexible scheduling options
  • Variety of leave options and benefits package
  • Professional development opportunities and support
  • Access to employee assistance programs and wellness initiatives


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