Estate Planning Specialist

2 weeks ago


Wagga Wagga, Australia beBeeEstate Full time $84,659 - $92,801

Delivering Professional Wills and Estate Planning Services

The 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 Planning instruments.
  • Coordinate venue hire logistics for Plan Ahead Days and community engagement activities.

Requirements:

  • Current driver license and ability to travel across the state as required.
  • Willingness to obtain accreditation in Will making, Power of Attorney, and Enduring Guardianship documents.
  • Ability to work after hours and weekends as needed.

What We Offer:

  • Interesting, challenging, and rewarding work with real purpose.
  • Leave options including recreation, parental, and flex leave up to 24 days per year.
  • Career development opportunities including study leave and acting positions.


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