Expert Estate Planning Professional
3 days ago
We are seeking a skilled professional to join our team as a Wills and Estate Planning Specialist.
- This is an ongoing, full-time role requiring 35 hours of work per week.
- The successful candidate will be required to attend the Wagga Wagga office five days per week.
About the Role
The primary purpose of this role is to deliver high-quality estate planning services to the community.
Key responsibilities include drafting advanced planning documents, contributing to business growth within the Wills and Estate Planning network, and delivering exceptional customer experiences.
The successful candidate will be responsible for managing complex workloads, competing demands, and maintaining consistency in service delivery across a large geographic area.
Essential Requirements
- A current driver licence and ability to travel across NSW as required.
- Willingness to obtain accreditation in Will making, Power of Attorney, and Enduring Guardianship documents, training provided by our organization.
- Availability to work after hours and weekends as required, and in particular circumstances.
- Willingsness to have phone calls and email accounts monitored for quality assurance and training purposes.
What We Offer
Our organization offers challenging, rewarding work with various benefits, including career development opportunities and access to employee assistance programs.
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