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Professional Wills and Estate Services Specialist
3 weeks ago
This role is focused on delivering high-quality, timely, and professional Wills and Estate Planning services.
Key Responsibilities:- Developing legally compliant and high-standard Wills and Estate Planning instruments.
- Providing expert guidance and support to colleagues in the Wills and Estate Planning team.
- Contribution to team performance within the Wills and Estate Planning Network, including increasing market share and collaborating to deliver professional Estate Planning services across NSW.
- Tertiary qualifications or equivalent knowledge, skills, and experience in a relevant discipline or industry, such as law, finance, or professional services.
- Commitment to obtaining necessary accreditation for Will making, Power of Attorney, and Enduring Guardianship documents.
- Current driver's license and ability to travel across NSW as required.
- Availability to work outside regular hours and weekends as needed.
Deliver Exceptional Service, Make a Lasting Impact