Estate Planning Specialists
3 weeks ago
The successful candidate will be responsible for delivering high-quality Wills and Estate Planning services to the NSW community. This includes drafting planning ahead documents and providing administrative support to ensure a seamless end-to-end service.
The role requires collaboration with the Wills and Estate Planning Network to increase market share and contribute to team performance.
About YouWe are seeking an individual who believes in supporting customers to document their last wishes with warmth, support, and respect. You should have a keen interest in social outcomes, justice, and advocating for people, and be able to demonstrate high levels of empathy and emotional intelligence.
Strong collaboration skills and the ability to build effective working relationships with internal and external stakeholders are essential.
Essential RequirementsA current 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.
Availability to work after hours and weekends as required and in particular circumstances.
What We OfferNSW Trustee & Guardian offers interesting, challenging, and rewarding work that has real purpose. We provide work-life balance with flexible work options, various leave options, career development, and access to employee benefits.
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Sydney, New South Wales, Australia NSW Trustee And Guardian Full time{"title": "Senior Wills and Estate Planning Consultant", "description": "About the RoleThe Senior Wills and Estate Planning Consultant will be responsible for delivering high-quality and timely Wills and Estate Planning services to the NSW community. This includes drafting and executing Wills, Powers of Attorney, and Enduring Guardianship documents. The...
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