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Estate planning specialist

Bathurst
beBeeWills
Posted: 24 August
Offer description

Job Summary:

This role is responsible for delivering professional, high quality and timely Wills and Estate Planning services. These services include drafting planning ahead documents such as Wills, Powers of Attorney and Enduring Guardianship.


About the Role:

* Deliver exceptional, tailored Wills and Estate Planning services to clients with complex matters.
* Create a variety of documents including Wills, Powers of Attorney and Enduring Guardianship.
* Contribute to team performance within the Estate Planning Network.

The successful candidate will independently handle intricate client cases and provide guidance and support to Estate Planning Specialists.


About You:

* You hold tertiary qualifications and/or equivalent knowledge, skills and experience in a relevant field or industry.
* You are willing to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents.
* You possess a valid driver's license and ability to travel across NSW as required.
* You are available to work outside standard hours and weekends if needed.


What We Offer:

* A challenging and rewarding role with opportunities for career growth and development.
* A supportive and collaborative work environment.
* A comprehensive benefits package including flexible work options, leave entitlements, and access to training and development opportunities.

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