Professional Wills and Estate Planner

5 days ago

Wollongong, New South Wales, Australia beBeeConsultant Full time $99,938 - $110,277
Overview

The Senior Wills and Estate Planning Consultant will provide professional, high-quality, and timely Wills and Estate Planning services to the NSW community. This role requires a strong collaboration skill to work with internal and external stakeholders, as well as the ability to independently handle complex client matters.

  • Ongoing, 35 hours per week.
  • Location: Wollongong
  • Clerk Grade: Level 5/6.

About us

Our mission is to protect, promote, and support the rights, dignity, choices, and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers' lives.

Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community, and people from culturally diverse backgrounds.

About the team

The Estate Planning and Administration division is responsible for delivering commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates.

The Wills and Estate Planning team provides a fully accredited Will preparation service, writing more than 13,000 Wills, Power of Attorney, and Enduring Guardianship documents each year, helping customers to plan ahead and document their last wishes.

About the role

This role is responsible for the delivery of professional, high-quality, and timely Wills and Estate Planning services, including drafting planning ahead documents such as Wills, Powers of Attorney, and Enduring Guardianship. The Senior Wills and Estate Planning Consultant will independently handle complex client matters and provide guidance and support to Wills and Estate Planning Consultants.

Required skills and qualifications

For this role, you must have:

  • Tertiary qualifications and/or equivalent knowledge, skills, and experience in a relevant discipline or industry, such as legal, finance, professional services, and/or government.
  • Willingness to obtain accreditation in Will making, Power of Attorney, and Enduring Guardianship documents.
  • Current driver's licence and ability to travel across NSW as required.
  • Available to work after hours and weekends as required.

Benefits

NSW Trustee and Guardian offers interesting, challenging, and rewarding work that has real purpose. Other benefits include:

  • Work-life balance with flexible work options.
  • Variety leave options.
  • Career development opportunities.
  • Access to employee assistance programs.

How to apply

Applications should be made via the online portal. Please submit your resume and cover letter outlining your skills, experience, and suitability for the role.

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