
Estate Planning Specialist
3 days ago
As a leading professional in the field of estate planning, you will play a critical role in delivering exceptional services to clients across NSW.
The key responsibilities of this position include drafting and executing high-quality Wills and Estate Planning instruments that are legally compliant, collaborating with internal and external stakeholders to improve services and outcomes for customers, providing guidance and support to junior staff members, and developing effective working relationships with stakeholders to achieve business objectives.
Key Skills and Qualifications:
- Tertiary qualifications or equivalent knowledge and experience in a relevant discipline or industry, such as legal, finance, or professional services.
- Willingness to obtain accreditation in Will making, Power of Attorney, and Enduring Guardianship documents.
- Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
- Ability to work flexible hours, including after hours and weekends as needed.
What We Offer:
- Opportunities for career development and growth within the organization.
- A supportive and inclusive work environment that values diversity and inclusion.
- Flexible work arrangements, including remote work options and variable start/finish times.
This is an excellent opportunity for a dedicated and driven professional to make a meaningful contribution to the success of our organization and deliver exceptional estate planning services to clients across NSW.
We welcome applications from qualified professionals who are passionate about estate planning and committed to delivering high-quality services to our clients.
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