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Senior estate planner

Wagga Wagga
beBeeEstate
Planner
Posted: 16 September
Offer description

We are seeking a professional to join our Wills and Estates Planning team, contributing to making a positive impact in the lives of our customers.


Key Responsibilities

The role is to deliver high-quality and timely Wills and Estate Planning services to the community. This includes drafting advanced planning documents and collaborating with the team for improved performance within the Wills and Estate Planning Network.

* Undertake pre and post-appointment activities to ensure quality service delivery.
* Maintain a contemporary approach to service delivery through face-to-face and video conferencing.

To achieve success, you must have a keen interest in social outcomes, justice and advocating for people, demonstrating strong levels of empathy and emotional intelligence.


Requirements

You should possess experience in legal services or a related field, be willing to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents, and be available to work flexible hours as required.

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