
Estate Planning Specialist
3 days ago
We are seeking a highly skilled professional to join our Wills and Estates Planning team, delivering exceptional services to the community.
Main Responsibilities:- Provide high-quality Wills and Estate Planning services to the NSW community.
- Draft simple planning ahead documents and contribute to team performance within the Wills and Estate Planning Network.
- Increase market share and provide direct administrative support for seamless end-to-end service delivery.
We value diversity and inclusivity in our workplace, reflecting the diverse community we serve. We welcome applications from all backgrounds, experiences, and abilities.
Key Performance IndicatorsThe role aims to deliver professional, high-quality, and timely Wills and Estate Planning services to the NSW community. This includes drafting simple planning ahead documents and contributing to team performance within the Wills and Estate Planning Network.
Essential Accountabilities:Undertake pre-appointment activities, participate in local community engagement events, and maintain a contemporary approach to service delivery through various strategies, including face-to-face and video conferencing.
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