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Senior estate planning specialist

Newcastle
beBeeEstate
Posted: 15 September
Offer description

Job Overview

We are seeking a highly motivated professional to deliver exceptional estate planning services to our community. The ideal candidate will be responsible for drafting and executing compliant wills, administering estates, and providing timely and quality service delivery.

* Draft and execute legally compliant wills and estate planning instruments.
* Coordinate venue logistics for community engagement events.
* Undertake pre- and post-appointment activities to ensure timely service delivery.
* Assist with local community engagement events to boost brand awareness.
* Manage high work outputs and competing demands to generate favorable customer outcomes.


About Us

Our organization protects, promotes, and supports the rights, dignity, choices, and wishes of our customers. We serve over 47,000 people each year in NSW.


About The Team

The Estate Planning division delivers commercial services in will making, trustee, attorney, administrator/executor roles.


About You

An ideal candidate will have interest in social outcomes, justice, and advocacy, with empathy and emotional intelligence. They should also possess strong collaboration skills and build effective working relationships with stakeholders.


Essential Requirements

* A current driver's license and ability to travel across NSW as required.
* Willingness to obtain accreditation in will making, Power of Attorney, and Enduring Guardianship documents.
* Ability to work in a customer-facing role and attend office meetings regularly.


What We Offer

We offer challenging and rewarding work with real purpose, plus:

* Leave options (recreation, parental, and flex leave up to 24 days per year)
* Career development, including study leave and acting opportunities
* Access to Fitness Passport, employee assistance program, and annual flu vaccinations

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Send an application
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