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Wills and Estate Planning Specialist

2 months ago

Sydney, New South Wales, Australia NSW Trustee and Guardian Full time

About the Role:

The role is responsible for delivering high-quality and timely Wills and Estate Planning services to the community. This includes drafting planning documents and providing administrative support to ensure a seamless end-to-end service.

About You:

We are seeking a professional who believes in supporting customers to document their last wishes with warmth, support, understanding, and respect. You will be a trusted advisor, building strong relationships and providing peace of mind to customers that their instructions will be fulfilled.

Key Responsibilities:

  • Deliver professional Wills and Estate Planning services to customers.
  • Contribute to team performance and increase market share.
  • Provide administrative support to ensure a seamless service.
  • Build and develop effective working relationships with internal and external stakeholders.

Requirements:

  • Current driver's license and ability to travel across NSW.
  • Willingness to obtain accreditation in Will making, Power of Attorney, and Enduring Guardianship documents.
  • Ability to work after hours and weekends as required.

What We Offer:

  • Interesting and challenging work with real purpose.
  • Flexible work options, including work-life balance and various leave options.
  • Career development opportunities, including study leave and acting opportunities.
  • Access to employee assistance programs and annual flu vaccinations.