
Executive Estate Planning Advisor
2 days ago
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
- 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
- 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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Estate Planning Expert
6 days ago
Bathurst, New South Wales, Australia beBeeestate Full time $99,938 - $110,277Job Title:Estate Planning ExpertAbout the Role:This is a challenging and rewarding role that involves delivering professional, high-quality, and timely estate planning services to clients.Main Responsibilities:Drafting and executing estate planning instruments that are legally compliant and meet client needs.Collaborating with internal stakeholders to...
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Estate Planning Specialist
2 days ago
Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277Wills and Estate Planning ExpertiseWe are seeking a highly skilled Wills and Estate Planning professional to join our team.You will be responsible for delivering high-quality and timely Wills and Estate Planning services to clients in the NSW community.Work independently on complex client matters and provide guidance and support to colleagues.Draft and...
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Senior Estate Planning Professional
9 hours ago
Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277Job OverviewThis senior role is part of our Estate Planning team, focused on delivering premium services to the NSW community.About the PositionThe Senior Estate Planning Consultant will independently handle complex matters, provide guidance and support to junior consultants, and contribute to team performance by increasing market share and collaborating...
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Senior Estate Planning Specialist
2 days ago
Bathurst, New South Wales, Australia beBeeEstate Full time $99,338 - $110,277Job Title: Senior Estate Planning Professional">Job Overview:The role of a Senior Estate Planning Consultant is to provide high-quality, timely, and professional services in Wills and Estate Planning. This includes drafting planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship.About the Position:Contributing to team...
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Career Opportunities in Estate Planning
2 days ago
Bathurst, New South Wales, Australia beBeeCare Full time $99,938 - $110,277Wills and Estate Planning Consultant RoleThe role of a Wills and Estate Planning Consultant involves delivering high-quality, timely services to the community. This includes drafting planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship.The ideal candidate will have tertiary qualifications in a relevant discipline or industry,...
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Estate Planning Specialist
3 days ago
Bathurst, New South Wales, Australia beBeeEstate Full time $99,938 - $110,277About the Role:We are seeking a highly skilled and dedicated individual to deliver exceptional estate planning services to our community.This key role will involve drafting and executing complex documents, including Wills, Powers of Attorney, and Enduring Guardianship.The successful candidate will have a strong problem-solving approach and be able to work...
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Senior Wills and Estate Planning Consultant
2 days ago
Bathurst, New South Wales, Australia Collaw Full timeSenior Wills and Estate Planning Consultant – NSW Trustee and Guardian 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. About us At NSW Trustee and...
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Senior Wills and Estate Planning Consultant
3 days ago
Bathurst, New South Wales, Australia Collaw Full timeSenior Wills and Estate Planning Consultant – NSW Trustee and GuardianOngoing. 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.About usAt NSW Trustee and Guardian, we protect,...
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Estate Planning Specialist
2 weeks ago
Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,338 - $110,277Senior Wills and Estate Planning ProfessionalWe seek a Senior Wills and Estate Planning Professional to join our team. You will be responsible for delivering high-quality and timely Wills and Estate Planning services.You will draft planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship, upholding professionalism and legal...
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Estate Planning Specialist
2 weeks ago
Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277Job Title: Estate Planning SpecialistThe role involves delivering high-quality estate planning services to the community.Key Responsibilities:Drafting documents such as Wills, Powers of Attorney, and Enduring Guardianship.Providing guidance and support to team members.Collaborating with stakeholders to improve service outcomes.Requirements:Tertiary...