Wills and Estate Planning Consultant

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

• Ongoing, full-time role - 35 hours per week
• Location: Sydney
• Clerk Grade 3/4. Base salary $82,193 p.a. to $90,001 p.a. plus superannuation 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 & 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 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 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.   

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? 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 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 information about joining us, visit the Careers page on our website.
 

How to apply

To apply for this role:

• Complete the online application via iworkfornsw
• Submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability
• Answer the following two targeted questions:

1. 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?
2. What is the most challenging or complex thing you have had to learn. What made it difficult and how did you learn it?

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

Closing date

Applications close 11:59pm, Wednesday 26 February 2025.

For enquiries about the role, please contact Tanya Giffen - Regional Manager Sydney, via email: tanya.giffen@tag.nsw.gov.au

For enquiries about the recruitment process, please contact Shelli Allen, Talent Advisor on Shelli.Allen@tag.nsw.gov.au

Please do not send your applications directly via email, LinkedIn or SEEK. Only applications submitted via iworkfornsw will be accepted. 

Please note:

• If you need any adjustment in the recruitment process, please contact peopleandculture@tag.nsw.gov.au
• 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.

Thank you for your interest in this role. We look forward to receiving your application.