Wills Estate Planner
2 weeks ago
About the Role:
- Deliver exceptional wills and estate planning services to the community.
- Draft documents and contribute to team performance within a network.
The role aims to increase market share and provide timely support for seamless service delivery, customer-focused.
Key Responsibilities:
- Undertake pre-appointment activities for quality service delivery.
- Assist with local events to boost brand awareness.
- Maintain a contemporary approach to service delivery through various strategies.
The role also involves managing high work outputs, competing demands and generating favourable customer outcomes while maintaining consistency in service delivery across a large geographic area.
Benefits:
- Opportunity to make a positive impact on the community.
- Chance to develop skills and expertise in wills and estate planning.
Requirements:
- High-quality communication and interpersonal skills.
- Ability to manage time effectively and prioritise tasks.
- Strong problem-solving and analytical skills.
Please note: This is an exciting opportunity for individuals who are passionate about providing excellent customer service and making a difference in people's lives.
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