Trusts Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeEstate Full time $80,000 - $150,000

As a seasoned attorney, you will have the opportunity to make a meaningful impact on the estate and financial outcomes of clients. This role involves applying exceptional communication, problem-solving, and persuasion skills to deliver an outstanding estate and financial planning experience.

The successful candidate will host and speak at workshops, meet with potential clients for initial consultations, and inspire them to take next steps. They will retain clients through their influence, conduct interim meetings, consult and design individualized estate plans, and document signing meetings with clients.

You will work closely with mentor attorneys and advisors as you develop your skills and expertise. If you are comfortable with public speaking, delivering legal advice, education-based influence, and persuasion, we encourage you to apply. If you are energized by helping others and collaborating with a team of professionals with shared values, we invite you to join us.

Responsibilities:
  • Hosting and speaking at public workshops; educating potential clients about all of their estate and financial planning options
  • Meeting with potential clients for initial consultations and gathering necessary information to make planning recommendations, and aiding the client in overcoming procrastination and retention
  • Engaging clients to move forward with preparation of estate planning documents
  • Reviewing drafts of the estate plan to ensure it meets client needs and wishes
  • Using legal knowledge to make fiduciary recommendations to create an exceptional, individualized plan
  • Conducting document signing appointments with clients including notarization and explaining the plan, based on client wishes and needs
  • Assessing opportunities to provide integrated estate and financial planning
  • Recording detailed notes of all meetings and phone calls in the client database
  • Meeting weekly with an assigned mentor attorney to discuss complex matters and obtain technical guidance
  • Communicating with clients, attorneys, financial advisors, and staff
  • Responding to client requests via email and telephone
  • Working collaboratively with the team
Qualifications:
  • Juris Doctorate and Licensed to Practice as an Attorney
  • Excellent time management, problem-solving, and communication skills
  • Computer skills including experience with Microsoft Office and Apple
  • Ability to work early evenings twice a month
  • No estate planning specific experience required

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