Wills and Estate Planning Consultant

Division: Estate Planning and Admin
- Location: Sydney, NSW, AU, 2000
- Req ID: 72439

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: Sydney
- Clerk Grade 3/4. Base salary $82,193 p.a. to $90,001 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 & 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**

The role is responsible for the delivery of professional, high quality and timely Wills and Estate Planning services, including drafting simple planning ahead documents, for the NSW community. The role is required to contribute to team performance within the Wills and Estate Planning Network including increasing our market share and providing direct and timely administrative support to ensure the provision of a seamless end-to-end service that is customer and outcome focussed.

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.

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 & Guardian.
- Available to work after hours and weekends as required and in particular circumstances.

**What we offer**

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

- work-life balance with flexible work options (working from different work locations, variable start/finish times, job sharing)
- 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, Wednesday 26 February 2025.**

**Please note**:

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