Estate Planning Specialist

18 hours ago

NewcastleMaitland, Australia beBeeWills Full time $84,659 - $92,701
Job Description

We are seeking a skilled professional to join our team as a Wills and Estate Planning Consultant. The primary purpose of this role is to deliver high-quality, timely services to the community, drafting planning ahead documents and contributing to team performance.

  • This includes drafting simple planning ahead documents and contributing to team performance within the Wills and Estates Planning Network.
  • The successful candidate will be responsible for delivering services that align with NSW Trustee and Guardian's Customer Excellence Principles, drafting and executing legally compliant Wills and Estate Planning instruments, and coordinating venue hire logistics for Plan Ahead Days and community engagement activities.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to build and maintain trusted relationships with customers. They will also possess strong organizational and time management skills, with the ability to manage competing demands and generate favourable customer outcomes.


About the Role

This ongoing, full-time role requires a Clerk Grade 3/4 qualification and a current driver licence. The successful candidate will be required to travel across NSW as needed and work in the Newcastle office five days per week.


Key Responsibilities
  • Undertake pre- and post-appointment activities to ensure timely and quality service delivery.
  • Assist with local community engagement events to boost brand awareness and maintain contemporary service delivery through face-to-face and video conferencing.
  • Draft and execute legally compliant Wills and Estate Planning instruments and coordinate logistics for Plan Ahead Days and community activities.
  • Deliver services that align with NSW Trustee and Guardian's Customer Excellence Principles and contribute to team performance.

What We Offer
  • Variety of leave options.
  • Career development opportunities.
  • Access to employee assistance program and annual flu vaccinations.

How to Apply

To apply for this role, please submit your application via iworkfornsw, including a resume and brief cover letter outlining your skills and experience.

  • Estate Planning Specialist

    21 hours ago

    Newcastle, New South Wales, Australia beBeeEstatePlanning Full time $84,659 - $92,901

    Job OverviewWe are seeking a skilled Estate Planning Specialist to contribute to delivering high-quality services to the community.The primary purpose of this role is to draft and execute legally compliant estate planning documents, coordinate logistics for outreach events, and deliver services that align with excellence principles.The successful candidate...

  • Wills and Estate Planning Consultant

    1 day ago

    Newcastle-Maitland, Australia NSW Department of Communities and Justice Full time

    OverviewWills and Estate Planning Consultant – NSW Trustee and Guardian — We are looking for a keen and motivated Consultant to join the Wills and Estates Planning team and help make a difference to our customers.Ongoing, full-time role - 35 hours per weekLocation: Newcastle — customer facing and requires office attendance five days per weekClerk Grade...

  • Estate Planning Coordinator

    22 hours ago

    Newcastle, New South Wales, Australia beBeeAdministrative Full time $72,000 - $84,000

    Job OverviewThis is an exciting opportunity to work collaboratively with experienced professionals in the Wills & Estates team.Key ResponsibilitiesAssisting with all aspects of Wills and Estates, including preparation of Wills, EPOA's and associated estate planning documents.Providing administrative support through word processing/typing and collating...

  • Will and Estate Planning Consultant

    2 days ago

    Newcastle, Australia Chandler Macleod Full time

    As one of the Australia’s largest providers of human resources solutions, Chandler Macleod has a proven track record of unleashing potential in people and companies. For over 40 years Chandler Macleod’s recruitment business has connected leading-edge projects and employers with outstanding business professionals. Our Government client is seeking to...

  • Wills and Estate Planning Consultant

    1 day ago

    Newcastle, New South Wales, Australia NSW Department of Communities and Justice Full time

    Overview Wills and Estate Planning Consultant – NSW Trustee and Guardian — We are looking for a keen and motivated Consultant to join the Wills and Estates Planning team and help make a difference to our customers.Ongoing, full-time role - 35 hours per week Location: Newcastle — customer facing and requires office attendance five days per week ...

  • Wills and Estate Planning Consultant

    3 days ago

    Newcastle, Australia NSW Department of Communities and Justice Full time

    Division: Estate Planning and Admin - Location: Newcastle, NSW, AU, 2300 - Req ID: 77485 **Wills and Estate Planning Consultant - NSW Trustee and Guardian** We are looking for a keen and motivated Consultant to join the Wills and Estates Planning team and help make a difference to our customers. - Ongoing, full-time role - 35 hours per week - Location:...

  • Will and Estate Planning Consultant

    1 week ago

    Newcastle, Australia Easy Authoring Full time

    **Intensive and timely 7 week to 3-month initial contract with potential extensions**: - **Attractive hourly rate up to $41.96/hr plus Super**: - **Newcastle-location -work close to your lovely, coastal City !**: - **5 days per week in the office.** We are on the hunt for a diligent, and motivated individual to be a part of an exciting Wills and Estate...

  • Chief Operations Officer/real Estate

    4 weeks ago

    Newcastle-maitland, Australia Love Property Group - Newcastle & Lake Macquarie Full time

    With expansion plans that will see this multi-brand Real Estate as the largest Real Estate Group nationally within the next 12 months, this role is for a driven and thoughtful leader who is looking to grow with the brand and reap in the rewards of the growth.Your focus will be to deliver and execute the strategic plan, work closely with the leadership team,...

  • Chief Operations Officer/real Estate

    3 weeks ago

    Newcastle-maitland, Australia Love Property Group - Newcastle & Lake Macquarie Full time

    With expansion plans that will see this multi-brand Real Estate as the largest Real Estate Group nationally within the next 12 months, this role is for a driven and thoughtful leader who is looking to grow with the brand and reap in the rewards of the growth.Your focus will be to deliver and execute the strategic plan, work closely with the leadership team,...

  • Chief Operations Officer/Real Estate

    4 weeks ago

    Newcastle-Maitland, Australia Love Property Group - Newcastle & Lake Macquarie Full time

    With expansion plans that will see this multi-brand Real Estate as the largest Real Estate Group nationally within the next 12 months, this role is for a driven and thoughtful leader who is looking to grow with the brand and reap in the rewards of the growth. Your focus will be to deliver and execute the strategic plan, work closely with the leadership team,...