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Estate planner professional

Newcastle
beBeeEstate
Planner
Posted: 15 September
Offer description

Job Description:

We are seeking a professional to deliver high-quality, timely Wills and Estate Planning services to the NSW community.

The primary purpose of this role is to draft and execute legally compliant Wills and Estate Planning instruments, coordinate venue hire logistics for community activities, and provide direct and timely administrative support to ensure a seamless end-to-end service that is both customer and outcome focussed.

This includes undertaking pre and post-appointment activities, assisting with local community engagement events to boost brand awareness, maintaining a contemporary approach to service delivery through face-to-face and video conferencing, and managing high work outputs and competing demands to generate favourable customer outcomes.

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