Talent.com
This job offer is not available in your country.
Wills and Estate Planning Consultants

Wills and Estate Planning Consultants

NSW Trustee and GuardianNSW, AU, AU
30+ days ago
Job description

About the role

The role is responsible for the delivery of professional, high quality and timely Wills and Estate Planning services, including drafting simple planning ahead documents, for the NSW community. The role is required to contribute to team performance within the Wills and Estate Planning Network including increasing our market share and providing direct and timely administrative support to ensure the provision of a seamless end-to-end service that is customer and outcome focussed. ?

About you

Application is encouraged if you demonstrate the following skills, knowledge and experience :

  • You believe that supporting customers to document their last wishes is a privilege that needs to be carried out with warmth, support understanding, and the utmost respect.
  • You see building strong relationships and being a trusted advisor as essential in providing peace of mind to customers that their instructions on the disbursement of their Estate will be fulfilled.
  • You have a keen interest in social outcomes, justice and advocating for people, and can demonstrate high levels of empathy and emotional intelligence.
  • You have strong collaboration skills and can build & develop effective working relationships with internal and external stakeholders.

Sound like you? We would love to hear from you!

Essential requirements

  • Current driver licence and ability to travel across NSW as required.
  • Willingness to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents. Training and accreditation is provided by NSW Trustee & Guardian.
  • Willingness to have phone calls and team email accounts monitored for quality assurance and training purposes, and to participate in one-to-one review sessions for calls and emails.
  • Available to work after hours and weekends as required and in particular circumstances.

    • What we offer

    NSW Trustee & Guardian offers interesting, challenging and rewarding work that has real purpose.

    Other benefits of joining us include :

  • work-life balance with flexible work options (working from different work locations, variable start / finish times, job sharing)
  • various leave options (recreation, parental, and flex leave of up to 24 days per year)
  • career development including study leave and acting opportunities
  • access to Fitness Passport and employee assistance program, and annual flu vaccinations
  • complete the online application
  • submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
  • answer the following targeted question (maximum one page) :
  • In this role, you need to be able to build and maintain a trusted relationship with your customer as you help document their wishes. Provide an example where you maintained professionalism and delivered a high-quality service despite not sharing your customers perspective. What was the outcome?
  • What is the most challenging or complex thing you have had to learn. What made it difficult and how did you learn it?

    • Closing date

    Applications close 11 : 59pm, Wednesday 28th February 2024

    Please note :

  • Offers of employment will be subject to reference checks and relevant clearances.
  • A talent pool may be created for future ongoing and temporary roles and is valid for 18-months.
    • Create a job alert for this search

    Planning Consultant • NSW, AU, AU