Wills And Estate Planning Consultant
6 days ago
About the roleThe primary purpose of this role is to deliver professional, high-quality, and timely Wills and Estate Planning services to the NSW community.
This includes drafting simple planning ahead documents and contributing to team performance within the Wills and Estate Planning Network.
The role aims to increase market share and provide direct and timely administrative support to ensure a seamless end-to-end service that is both customer and outcome focussed.
The successful candidate will be responsible for delivering services that align with NSW Trustee and Guardian's Customer Excellence Principles, drafting and executing legally compliant Wills and Estate Planning instruments, and coordinating venue hire logistics for Plan Ahead Days and community engagement activities.
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 .
About you
An application is encouraged if 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.
You successfully apply a problem-solving and solution-focussed approach to your work.
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.
Willingness to have phone calls and team email accounts monitored for quality assurance and training purposes, and to participate in one-to-one review sessions for calls and emails.
Available to work after hours and weekends as required and in particular circumstances.
Willingness to work in the Newcastle 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 on our website.
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