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Estate Planning Professional
2 weeks ago
The Senior Estate Planning Professional will independently handle complex client matters and provide guidance and support to estate planning experts.
Key Responsibilities- Drafting and executing estate planning instruments that are legally compliant and of high standard.
- Providing professional, high-quality, and timely estate planning services to the community.
- Collaborating with internal and external stakeholders to improve services and outcomes for customers.
- Tertiary qualifications and/or equivalent knowledge, skills, and experience in a relevant discipline or industry, such as law, finance, professional services, and/or government.
- Willingness to obtain accreditation in estate planning documents.
- A current driver's license and ability to travel as required.
This role offers interesting, challenging, and rewarding work with real purpose. Other benefits include flexible work options, various leave options, career development opportunities, and access to employee assistance programs.
Why Choose This Role?This position provides an opportunity to make a meaningful impact on people's lives through expert estate planning advice and services.
