Estate Planning Specialist Wanted

4 days ago

City of Greater Geelong, Australia beBeeSpecialist Full time $110,000 - $130,000
About the Role

We are seeking an experienced Estate Planning Specialist to join our dynamic team. The successful candidate will be responsible for preparing applications for grants of Probate and Letters of Administration, drafting estate planning documents, and providing administrative support as required.

This is a full-time opportunity based in Gardenvale, Victoria, with opportunities to work with various stakeholders and community members.

Key Responsibilities
  • Probate and Estates Management
    • Prepare applications for grants of Probate and Letters of Administration for various states and jurisdictions in Australia
    • Drafting of estate planning documents, including wills and powers of attorney
  • Administrative Support
    • Provide administrative assistance as required, including responding to customer enquiries and managing correspondence
  • Communication and Teamwork
    • Communicate effectively with clients, colleagues, and other stakeholders to ensure seamless delivery of services
    • Foster a positive and collaborative team environment, contributing to the development of individuals and their knowledge and skills
Requirements

To be successful in this role, you will need:

  • A strong understanding of estate planning principles and practices
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong organizational and time management skills
  • 3+ years' experience in a related field, preferably in a legal or financial context
What We Offer

In return for your expertise and commitment, we offer:

  • A competitive remuneration package
  • Extensive training and professional development opportunities
  • The chance to make a meaningful contribution to our community
  • A supportive and collaborative work environment

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