Estate Management Specialist
7 hours ago
We are seeking a highly skilled Estate Management Specialist to join our team. This is a rewarding role that involves supporting customers in documenting their last wishes with warmth, respect, and professionalism.
Key Responsibilities- Draft high-quality, legally compliant estate planning instruments, such as Wills and Power of Attorney documents.
- Provide guidance and support to colleagues within the estate planning network.
- Collaborate with internal and external stakeholders to improve services and outcomes for customers.
- Apply problem-solving skills to ensure timely delivery of professional services.
- Tertiary qualifications in a relevant discipline or industry, such as law, finance, or professional services.
- Ability to obtain accreditation in will making, power of attorney, and enduring guardianship documents.
- Current driver's licence and willingness to travel across NSW as required.
- Flexibility to work after hours and weekends when necessary.
- A meaningful career with opportunities for growth and development.
- Flexible work arrangements, including variable start/finish times and job sharing.
- Access to various leave options, study leave, and acting opportunities.
- A supportive workplace culture that values diversity and inclusion.
This role offers a unique opportunity to make a real difference in people's lives by helping them plan for their future and ensuring their wishes are respected.
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Estate Planning Specialist
2 weeks ago
Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277Job Title: Estate Planning SpecialistThe role involves delivering high-quality estate planning services to the community.Key Responsibilities:Drafting documents such as Wills, Powers of Attorney, and Enduring Guardianship.Providing guidance and support to team members.Collaborating with stakeholders to improve service outcomes.Requirements:Tertiary...
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Estate Planning Specialist
26 minutes ago
Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277About the RoleWe are seeking a highly skilled Estate Planning Specialist to join our team. This is a unique opportunity to make a difference in the lives of individuals and families across NSW.As an Estate Planning Specialist, you will be responsible for delivering high-quality Wills and Estate Planning services to our customers. This includes drafting...
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Estate Management Specialist
2 days ago
Bathurst, New South Wales, Australia beBeeEstate Full time $99,938 - $110,277About the JobThe role of Senior Wills and Estate Planning Consultant entails delivering high-quality, professional, and timely services to the community. This includes drafting essential documents such as Wills, Powers of Attorney, and Enduring Guardianship.This position requires handling complex client matters independently and providing guidance and...
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Estate Planning Specialist
1 week ago
Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,338 - $110,277Senior Wills and Estate Planning ProfessionalWe seek a Senior Wills and Estate Planning Professional to join our team. You will be responsible for delivering high-quality and timely Wills and Estate Planning services.You will draft planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship, upholding professionalism and legal...
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Estate Planning Specialist
2 days ago
Bathurst, New South Wales, Australia beBeeEstatePlanning Full time $99,938 - $110,277Wills and Estate Planning ExpertiseWe are seeking a highly skilled Wills and Estate Planning professional to join our team.You will be responsible for delivering high-quality and timely Wills and Estate Planning services to clients in the NSW community.Work independently on complex client matters and provide guidance and support to colleagues.Draft and...
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Senior Estate Planning Specialist
2 days ago
Bathurst, New South Wales, Australia beBeeEstate Full time $99,338 - $110,277Job Title: Senior Estate Planning Professional">Job Overview:The role of a Senior Estate Planning Consultant is to provide high-quality, timely, and professional services in Wills and Estate Planning. This includes drafting planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship.About the Position:Contributing to team...
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Bathurst, New South Wales, Australia beBeeEstate Full time $99,938 - $110,277Senior Wills and Estate Planning Consultant RoleThis role is focused on delivering high-quality, timely, and professional Wills and Estate Planning services.Key Responsibilities:Developing legally compliant and high-standard Wills and Estate Planning instruments.Providing expert guidance and support to colleagues in the Wills and Estate Planning...
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Estate Planning Specialist
2 days ago
Bathurst, New South Wales, Australia beBeeEstate Full time $99,938 - $110,277About the Role:We are seeking a highly skilled and dedicated individual to deliver exceptional estate planning services to our community.This key role will involve drafting and executing complex documents, including Wills, Powers of Attorney, and Enduring Guardianship.The successful candidate will have a strong problem-solving approach and be able to work...
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Bathurst, New South Wales, Australia Collaw Full timeSenior Wills and Estate Planning Consultant – NSW Trustee and Guardian Ongoing. 35 hours per week. Location: Bathurst. This role is customer facing and requires office attendance five days per week. Clerk Grade: Level 5/6. Base salary $99,938 p.a. to $110,277 p.a. plus superannuation and annual leave loading. About us At NSW Trustee and...
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Senior Wills and Estate Planning Consultant
2 days ago
Bathurst, New South Wales, Australia Collaw Full timeSenior Wills and Estate Planning Consultant – NSW Trustee and GuardianOngoing. 35 hours per week.Location: Bathurst. This role is customer facing and requires office attendance five days per week.Clerk Grade: Level 5/6. Base salary $99,938 p.a. to $110,277 p.a. plus superannuation and annual leave loading.About usAt NSW Trustee and Guardian, we protect,...
