Senior Wills and Estate Planning Consultant

  • NSW Trustee & Guardian
  • Hybrid (Wagga Wagga NSW, Australia)
  • 04 Jul, 2024
Full time Wills & Estates Law

Job Description

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

  • 1 x ongoing full-time role available.  35 hours per week.
  • Location: Wagga Wagga.  We are also looking to create a talent pool from this recruitment for future roles in other areas including Newcastle, Wollongong, Lismore, Bathurst and Port Macquarie over the next 18 months.
  • Clerk Grade 5/6.  Salary $93,295 to $102,941 plus super and annual leave loading. 

About us:

At NSW Trustee and Guardian, we protect, promote, and support the rights, dignity, choices and wishes of our customers. Whether we are writing a Will, acting as an executor, attorney, trustee, guardian, or financial manager, we are here for critical moments in our customers’ lives. Join our dedicated NSW Government agency and make a difference in the lives of over 47,000 people each year.

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.

About the team:

The Estate Planning and Administration division is responsible for delivering NSW Trustee and Guardian’s commercial services in Will making, as trustee, attorney, and as administrator/executor of deceased estates.

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 such as Wills, Powers of Attorney and Enduring Guardianship, 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 matters 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 have experience in drafting and executing Wills and Estate Planning instruments that are legally compliant and to a high standard.  
  • 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.

What we offer:

NSW Trustee and 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

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

How to apply:

To apply for this role: 

  • Complete the online application 
  • Submit a resume (max 5 pages) 
  • Attach a cover letter (maximum 2 pages)  
  • Provide a written response to the two targeted questions below (max 2 pages):
  1. Describe a situation where you were explaining technical information and the other person didn’t understand. How did you handle that and what was the result?
  2. Describe a time when a customer made an unreasonable request.  How did you respond to the unreasonable request?

Read: writing your job application for tips with the application process.

Closing date: 

Applications close 11:59pm, Tuesday 16th July 2024

For enquiries about the role, please contact Adam Aroutsidis, Senior Manager Wills and Estate Planning. Email adam.aroutsidis@tag.nsw.gov.au

For enquiries about the recruitment process, please contact Lisa Smith, Talent Advisor on lisa.smith@tag.nsw.gov.au.

Please do not send your applications directly via email or LinkedIn. Only applications submitted via the online portal will be accepted.

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.
  • If you would like to request a reasonable adjustment in the recruitment process, please contact People and Culture via email at peopleandculture@tag.nsw.gov.au.  

Firm or Organisation Name

NSW Trustee and Guardian

Contact Name

Lisa Smith

Email Address

lisa.smith@tag.nsw.gov.au

Telephone

0298717841

Job Level

Any level

Sector

Government

Country

Australia

State

New South Wales

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