Estate Planning Strategist

6 hours ago


Sydney, New South Wales, Australia beBeeEstatePlanning Full time $100,000 - $130,000
Job Title: Estate Planning Specialist

The organization is seeking a skilled Estate Planning Specialist to spearhead the establishment of a new division. This exciting opportunity offers the successful candidate a chance to build a team, drive growth, and contribute to the development of legal services.



Key Responsibilities:
  • Develop and execute estate planning strategies, ensuring seamless probate and estate administration processes.
  • Maintain strong client relationships, delivering exceptional service and support.
  • Collaborate with colleagues to drive business growth, leveraging expertise in family or property law.


Requirements:
  • Proven expertise in estate planning, probate, and estate administration with 3-5 years of experience.
  • Excellent analytical, communication, and interpersonal skills.
  • Ability to work independently and collaboratively in a fast-paced environment.


What We Offer:
  • A competitive salary package with opportunities for professional growth and bonus incentives.
  • Support from a modern law firm with experienced administrative staff and paralegals.
  • The chance to develop leadership skills as the division scales.


  • Sydney, New South Wales, Australia beBeeInvestment Full time $60,000 - $200,000

    Real Estate Investment StrategistWe are seeking a highly skilled Real Estate Investment Strategist to join our team.Your role will involve working closely with clients to understand their financial goals and create tailored property investment strategies. This will involve formulating sound recommendations on suitable investment opportunities, providing pre-...


  • Sydney, New South Wales, Australia beBeeStrategist Full time $180,000 - $250,000

    Real Estate Portfolio StrategistThis role presents an opportunity to join our team as a key member of the Mid Risk Assets and UK division, contributing to the strategic management of our global real estate investment portfolio.The ideal candidate will be experienced in investment management with a strong understanding of real estate markets, possessing solid...


  • Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $180,000

    Opportunity OverviewWe seek a seasoned investment strategist to manage our real estate portfolio.Key ResponsibilitiesDevelop and execute investment strategies to drive portfolio performance.Manage high-value portfolios, representing the organization externally.Negotiate key agreements and influence strategic outcomes.Alternatively, as an Investment Support...


  • Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $150,000

    Job OverviewWe are seeking a seasoned Real Estate Asset Strategist to drive portfolio performance and growth across our national real estate portfolio.Key ResponsibilitiesThis is a unique opportunity to join an ambitious platform at an exciting stage of expansion. As a key member of the team, you will be responsible for developing and executing asset...


  • Sydney, New South Wales, Australia beBeeWills Full time $150,000 - $200,000

    OverviewAbout Our Role:We are seeking an experienced solicitor to assist clients in creating comprehensive estate plans, including complex planning, drafting wills, navigating probate proceedings and resolving disputes.Prior experience in Wills and Estates is essential for this role, particularly in the administration of deceased estates and preparation of...


  • Sydney, New South Wales, Australia Talent Connect Australia Full time

    A competitive salary- A healthy work life balance- A friendly and helpful team environmentAre you an exceptional**Paralegal** seeking a rewarding and impactful full-time position?We have a fantastic opportunity for an experienced Paralegal to join the Estate Planning and Probate Team, working on a full-time basis.Join the esteemed law firm as an**Estate...


  • Sydney, New South Wales, Australia Russell Tobin Full time

    OverviewWe are working with a well-established, growing law firm seeking a skilledTrusts & Estates Attorneyto join their Charlotte, NC office.This is an exciting opportunity for a motivated attorney to join a collaborative, client-focused team handling sophisticated estate planning and estate administration matters.Base pay range$110,000.00/yr -...


  • Sydney, New South Wales, Australia beBeeCustomerService Full time $84,659 - $92,701

    Client Service Officer, Estate Planning and AdministrationThe Client Service Officer plays a critical role in the estate planning process, delivering high-quality service to clients. This position is responsible for administering deceased estates, maintaining professional communication with stakeholders, and ensuring timely and accurate processing of estate...


  • Sydney, New South Wales, Australia beBeeEstates Full time $101,518 - $141,395

    As a seasoned estates professional, you will play a pivotal role in our dynamic content development team.We are seeking an accomplished Wills and Estates specialist to contribute to the creation of high-quality, engaging content that meets the needs of our clients.Key Responsibilities:Collaborate closely with our Content Team to craft compelling content for...


  • Sydney, New South Wales, Australia beBeeEstate Full time $90,000 - $120,000

    Job TitleSenior Estate Planning SpecialistAbout the PositionThe Senior Estate Planning Specialist will deliver high-quality estate planning services to clients across NSW.Responsibilities include drafting documents such as Wills, Powers of Attorney, and Enduring Guardianship, handling complex client matters, and providing guidance to junior colleagues.The...