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Estate planning specialist

Bathurst
beBeeEstate
Posted: 10 July
Offer description

Job Description

Our organization seeks an experienced professional to handle estate planning and administration responsibilities. This role involves meeting with clients to understand their wishes, drafting clear and accurate documents, reviewing trust deeds, constitutions, agreements, and other documents, providing expert advice, working closely with the team to deliver high-quality services, contributing to service improvements, and supporting our mission to provide fair, accessible, and sustainable estate planning services.

This position requires a strong understanding of relevant legislation, case law, and policy frameworks. The ideal candidate will have demonstrated experience in wills and estate planning, as well as expertise in reviewing, interpreting, and drafting complex legal documents.

The successful candidate will be able to work independently and as part of a team, possess excellent communication and interpersonal skills, and be committed to delivering high-quality, timely, and customer-focused legal services aligned with our Customer Excellence Principles.


Required Skills and Qualifications

* Demonstrated experience in wills and estate planning
* Strong understanding of relevant legislation, case law, and policy frameworks
* Ability to work independently and as part of a team
* Excellent communication and interpersonal skills
* Committed to delivering high-quality, timely, and customer-focused legal services


Benefits

* Work-life balance with flexible work options
* Various leave options (recreation, parental, and flex leave)
* Career development including study leave and acting opportunities
* Access to Fitness Passport and employee assistance program, and annual flu vaccinations


Others

We offer a collaborative and supportive work environment that allows professionals to grow and develop in their careers. If you are a motivated and skilled individual who is passionate about estate planning and administration, we encourage you to apply for this exciting opportunity.

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