Estate Planning Advisor
7 hours ago
We are seeking a skilled professional to join our team as a Wills and Estate Planning Specialist. In this role, you will be responsible for delivering high-quality services to the community.
- Undertake pre and post-appointment activities to ensure timely service delivery.
- Assist with community engagement events to promote our brand.
- Maintain a contemporary approach to service delivery through various strategies, including face-to-face and video conferencing.
- Deliver professional Wills and Estate Planning services to the community.
- Draft and execute legally compliant Wills and Estate Planning instruments.
- Coordinate logistics for community events.
- Current driver's license and ability to travel across the region as required.
- Willingness to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents.
- Willingness to have phone calls and email accounts monitored for quality assurance purposes.
This role offers a unique opportunity to make a meaningful impact in the community while advancing your career. If you are passionate about delivering exceptional service and working collaboratively, we encourage you to apply.
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