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Estate Planning Specialist
2 months ago
The Estate Planning Specialist will be responsible for delivering high-quality, timely, and professional 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.
About YouWe are looking for a skilled and empathetic individual who can build strong relationships and provide peace of mind to customers. You will need to demonstrate a keen interest in social outcomes, justice, and advocating for people, as well as strong collaboration skills and the ability to work effectively with internal and external stakeholders.
Essential RequirementsCurrent driver's license and ability to travel across NSW as required. Willingness to obtain accreditation in Will making, Power of Attorney, and Enduring Guardianship documents. Training and accreditation are provided by NSW Trustee & Guardian. Willingness to have phone calls and team email accounts monitored for quality assurance and training purposes, and to participate in one-to-one review sessions for calls and emails.
What We OfferNSW Trustee & Guardian offers interesting, challenging, and rewarding work that has real purpose. Other benefits include work-life balance with flexible work options, various leave options, career development, and access to employee assistance programs.
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