Wills And Estate Planning Consultants

Details of the offer

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 focused.
About You Applications are 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, 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. How to Apply 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 customer's 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 at 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.
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Nominal Salary: To be agreed

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