Wills and Estate Planning Expertise
The primary objective of this role is to deliver high-quality, timely Wills and Estate Planning services to the community.
This involves drafting planning documents and contributing to team performance within the Wills and Estate Planning Network.
The goal is to increase market share and provide direct support to ensure a seamless end-to-end service that is customer-focused.
* Deliver services aligning with Trustee and Guardian's Customer Excellence Principles.
* Draft and execute legally compliant Wills and Estate Planning instruments.
* Coordinate logistics for community engagement activities.
Main responsibilities include:
* Undertaking pre and post-appointment activities for timely service delivery.
* Assisting with local events to boost brand awareness.
* Maintaining a contemporary approach to service delivery through various strategies.
This role also involves managing work outputs and competing demands to generate favourable customer outcomes, while balancing consistency in service delivery across a large geographic area to meet diverse customer needs.