Senior Wills and Estate Planning Consultant
About the job
The Senior Wills and Estate Planning Consultant position is an exciting opportunity to join a dedicated team at NSW Trustee and Guardian. This job plays a crucial role in helping customers document their last wishes, ensuring their rights and dignity are respected. The team thrives on collaboration and is committed to making a positive impact in the lives of over 47,000 people each year.
You'll be responsible for
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Delivering Wills and Estate Planning services
Providing professional, high-quality, and timely Wills and Estate Planning services for the NSW community.🗂️
Handling complex client matters
Independently managing complex client matters and providing guidance to other consultants.📈
Contributing to team performance
Collaborating to support the delivery of professional Estate Planning services across NSW in a financially sustainable way.Key criteria
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Experience in drafting Wills and Estate Planning documents
Demonstrated experience creating legally compliant Wills and related documents.View
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Strong collaboration skills
Proven ability to build effective relationships with stakeholders.View
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Problem-solving skills
Experience applying solution-focused approaches to complex client matters.View
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