Wills and Legacy Planner
2 weeks ago
We are seeking a highly motivated professional to join our Wills and Estate Planning team. As a key member of this team, you will play a critical role in delivering expert advice and guidance to customers on their estate planning needs.
The primary purpose of this role is to deliver high-quality estate planning services to the community. This includes drafting legally compliant documents, contributing to team performance, and increasing market share through direct support.
Key Responsibilities:
- Drafting and executing Wills and Estate Planning instruments;
- Coordinating venue hire logistics for community engagement activities;
- Maintaining a contemporary approach to service delivery;
Accountabilities:
You will be responsible for undertaking pre and post-appointment activities to ensure timely and quality service delivery. You will also assist with local community engagement events to boost brand awareness and manage high work outputs to generate favourable customer outcomes.
We offer interesting and rewarding work that has real purpose. Other benefits include various leave options, career development opportunities, and access to employee assistance programs.
To succeed in this role, you will need strong communication and interpersonal skills, as well as the ability to build and maintain trusted relationships with customers. A current driver's licence and willingness to obtain accreditation in Will making, Power of Attorney, and Enduring Guardianship documents are also required.
If you are a motivated and customer-focused individual who is passionate about making a difference in the lives of others, we encourage you to apply for this opportunity.
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