Estate Planning Specialist

Delivering Professional Wills and Estate Planning ServicesThe primary purpose of this role is to provide professional, high-quality, and timely Wills and Estate Planning services to the community.Key Responsibilities:Deliver Wills and Estate Planning services that align with Customer Excellence Principles.Draft and execute legally compliant Wills and Estate...

Wills and Estate Planning ExpertiseThe primary objective of this role is to deliver high-quality, timely Wills and Estate Planning services to the community.This involves drafting planning documents and contributing to team performance within the Wills and Estate Planning Network.The goal is to increase market share and provide direct support to ensure a...

Job Overview:We are seeking a skilled professional to join our team as a Wills and Estate Planning Specialist. In this role, you will be responsible for delivering high-quality services to the community.Undertake pre and post-appointment activities to ensure timely service delivery.Assist with community engagement events to promote our brand.Maintain a...

About the RoleThis is a key position that involves delivering high-quality Wills and Estate Planning services to clients in NSW. Main Responsibilities Deliver services that align with industry best practices. Draft and execute legally compliant documents related to estate planning. Coordinate logistics for community engagement activities. Ensure...

At NSW Trustee and Guardian, we help people document their last wishes with warmth, support and understanding. Our customers' instructions on the disbursement of their estate will be fulfilled by trusted advisors who provide peace of mind.About The RoleThe primary purpose of this role is to deliver professional, high-quality and timely Wills and Estate...

Wills and Estate Planning SpecialistWe are seeking a dedicated and results-driven professional to join our Wills and Estates Planning team.About the RoleDeliver exceptional, timely Wills and Estate Planning services to the community.Draft high-quality planning documents and contribute to team performance within the Wills and Estate Planning Network.Increase...

Expert Will and Estate Planning ServicesWe are seeking a highly motivated professional to join our team and help deliver exceptional will and estate planning services to the community.This customer-facing role requires office attendance five days per week, and the successful candidate will be responsible for delivering high-quality and timely services to...

Job Description:The Estate Planning Specialist will deliver professional services to the community, drafting documents and contributing to team performance within a network. Key responsibilities include drafting legally compliant instruments, coordinating venue logistics for community events, and providing administrative support.Key Responsibilities:Drafting...

Job OverviewThe role of a Wills and Estate Planner is responsible for delivering high-quality estate planning services to clients. Key responsibilities include ensuring timely and quality service delivery, engaging with local communities to boost brand awareness, and maintaining a contemporary approach to service delivery through various strategies.About...

Job OpportunityThis is a unique chance to provide high-quality Wills and Estate Planning services to the NSW community. The ideal candidate will deliver professional, timely, and customer-focused services, contributing to team performance within our network.Key ResponsibilitiesDrafting and preparing legally compliant documents including Wills and Estate...