Senior Estate Planning Professional
This role is responsible for the delivery of professional, high-quality and timely estate planning services, including drafting documents such as Wills, Powers of Attorney and Enduring Guardianship. The successful candidate will contribute to team performance within the estate planning network and collaborate to support the delivery of professional estate planning services across various areas.
Key responsibilities include preparing and executing documents that uphold professionalism and legal compliance. The Senior Estate Planning Professional will also handle complex client matters and provide guidance and support to colleagues.
* Professionals in this field must have strong collaboration skills and be able to build effective working relationships with internal and external stakeholders.
The ideal candidate will have tertiary qualifications and/or equivalent knowledge, skills, and experience in a relevant discipline or industry. A willingness to obtain accreditation in Will making, Power of Attorney, and Enduring Guardianship documents is also essential.
Required Skills and Qualifications:
* Tertiary qualifications and/or equivalent knowledge, skills, and experience in a relevant discipline or industry, such as legal, finance, professional services, and/or government.
* Experience in drafting and executing documents that are legally compliant and to a high standard.
* Strong collaboration and communication skills, with the ability to build effective working relationships with internal and external stakeholders.
* A problem-solving and solution-focussed approach to work.
Benefits:
* Work-life balance with flexible work options (working from different locations, variable start/finish times, job sharing)
* Variety of leave options (recreation, parental, and flex leave)
* Career development opportunities, including study leave and acting roles
By joining our organization, you will become part of a dedicated team that provides critical services to customers. We offer a supportive and inclusive work environment that values diversity and promotes work-life balance.