Wills and Estate Planning Consultant

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: Newcastle. This role is customer facing and requires office attendance five days per week.
- Clerk Grade 3/4. Base salary $84,659 p.a. to $92,701 p.a. plus superannuation and annual leave loading.

**About us**
- At NSW Trustee and Guardian, we protect, promote and support the rights, dignity, choices and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers’ lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.

**Our commitment to diversity**

**About the team**

The Estate Planning and Administration division is responsible for delivering NSW Trustee & Guardian’s commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates.

The Wills and Estate Planning team provides a fully accredited Will preparation service, writing more than 13,000 Wills, Power of Attorney and Enduring Guardianship documents each year, helping customers to plan ahead and document their last wishes.

**About the role**
- Key accountabilities include undertaking pre and post-appointment activities to ensure timely and quality service delivery, assisting with local community engagement events to boost brand awareness, and maintaining a contemporary approach to service delivery through various strategies, including face-to-face and video conferencing. The role also involves managing high work outputs and competing demands to generate favourable customer outcomes, while balancing consistency in service delivery across a large geographic area to meet the diverse needs of NSW Trustee and Guardian’s customer base.
- For more information about the position, view the role description.

**About you**
- You believe that supporting customers to document their last wishes is a privilege that needs to be carried out with warmth, support understanding, and the utmost respect.
- You see building strong relationships and being a trusted advisor as essential in providing peace of mind to customers that their instructions on the disbursement of their Estate will be fulfilled.
- You have a keen interest in social outcomes, justice and advocating for people, and can demonstrate high levels of empathy and emotional intelligence.
- You have strong collaboration skills and can build & develop effective working relationships with internal and external stakeholders.
- Possess a background in legal services, paralegal services, or have experience working in a legal environment.
- Sound like you? We would love to hear from you

**Essential requirements**
- Current driver licence and ability to travel across NSW as required.
- Willingness to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents. Training and accreditation is provided by NSW Trustee and Guardian.
- Available to work after hours and weekends as required and in particular circumstances.
- Willingness to work in the Wollongong office five days per week.

**What we offer**

NSW Trustee and Guardian offers interesting, challenging and rewarding work that has real purpose. Other benefits of joining us include:

- various leave options (recreation, parental, and flex leave of up to 24 days per year)
- career development including study leave and acting opportunities
- access to Fitness Passport and employee assistance program, and annual flu vaccinations
- Be part of something bigger. For more information about joining us, visit the Careers page on our website.

**How to apply**
- Submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
- Answer the following two targeted questions:

- In this role, you need to be able to build and maintain a trusted relationship with your customer as you help document their wishes. Provide an example where you maintained professionalism and delivered a high-quality service despite not sharing your customers perspective. What was the outcome?
- What is the most challenging or complex thing you have had to learn. What made it difficult and how did you learn it?

**Closing date**:Applications close 11:59pm, Sunday 14th September 2025.**

**Please note**:

- A talent pool may be created for future ongoing and temporary roles and is valid for 18 months.