Senior Estate Planning Specialist

2 days ago

Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277

Job Title: Senior Estate Planning Specialist

Job Description:

We are seeking a highly skilled and experienced Senior Estate Planning Specialist to join our team. The successful candidate will be responsible for delivering professional, high-quality, and timely estate planning services to our clients in the NSW community.

This role involves drafting and executing estate planning instruments that meet the highest standards of legal compliance. You will also be required to build and develop effective working relationships with internal and external stakeholders, apply a problem-solving approach to work, and contribute to team performance within our estate planning network.

Key Responsibilities:
  • Drafting and executing estate planning instruments that meet the highest standards of legal compliance.
  • Building and developing effective working relationships with internal and external stakeholders.
  • Applying a problem-solving approach to work.
Requirements:
  • Tertiary qualifications in a relevant discipline or industry, such as law, finance, or professional services.
  • Willingness to obtain accreditation in estate planning documents.
  • Current driver's licence and ability to travel across NSW as required.
  • Availability to work after hours and weekends as required.
Benefits:

As a Senior Estate Planning Specialist, you will have the opportunity to work on complex client matters and provide guidance and support to junior estate planning specialists. You will also be part of a dynamic team that is dedicated to delivering high-quality estate planning services to our clients.

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