Senior Wills and Estate Planning Consultant

We are looking for keen and motivated Senior Consultant to join the Wills and Estates Planning team and help make a difference to our customers. 

• Ongoing and temporary roles are available, a talent pool will also be formed from this recruitment
• Full-time, 35 hours per week
• Location: Office locations include Bathurst, Lismore, Newcastle, Parramatta, Port Macquarie, Sydney, Wagga Wagga, Wollongong
• Clerk Grade 5/6. Base salary $89,707 p.a. to $98.982 p.a. plus superannuation and annual leave loading

About the team:

The Estate Planning & Administration division is responsible for delivering NSW Trustee & Guardian’s commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates. The teams administer assets in accordance with the functions and obligations under the relevant legislation and makes legal decisions within legal frameworks and NSWTG’s prescribed delegations.

The Wills and Estate Planning team provides a fully accredited Will preparation service, writing more than 13,000 Wills, Power of Attorney and Enduring Guardianship documents each year, helping customers to plan ahead and document their last wishes.

About the role:

The role is responsible for the delivery of professional, high quality, and timely Wills and Estate Planning services, including drafting 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 collaborating to support the delivery of professional Estate Planning services across NSW in a financially sustainable way. The Senior Wills and Estate Planning Consultant will independently handle complex client transactions and provide guidance and support to Wills and Estate Planning Consultants.

For more information about the position, view the role description. 

About you:

An application is encouraged if you:

• 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. 
• You successfully apply a problem-solving and solution-focussed approach to your work. 

Sound like you? Apply now!

Essential requirements:

• Tertiary qualifications and/or equivalent knowledge, skills and experience in a relevant discipline or industry, such as legal, finance, professional services, and/or government.
• Willingness to obtain accreditation in Will making, Power of Attorney and Enduring Guardianship documents.
• Current driver’s licence and ability to travel across NSW as required.
• Available to work after hours and weekends as required.

Our commitment to diversity:

Our workplace reflects the diverse community we serve. We encourage applications from all backgrounds, experiences, and abilities. This includes women, people with disability, Aboriginal and Torres Strait Islanders, the LGBTI community and people from culturally diverse backgrounds.

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 including flex leave
• leave options including 14 weeks parental or adoption leave
• career development including study leave
• Fitness Passport

Be part of something bigger. For more about joining us, visit the Careers page on our website.