Principal Wills and Estate Planning Consultant

Job Description

Principal Wills and Estate Planning Consultant (Wollongong) – NSW Trustee and Guardian Temporary full-time vacancy up to 28 August 2025 (with possibility of extension). 35 hours per week. Location: Wollongong, NSW Clerk Grade: 7/8 Base salary $110,266 p.a. to $122,058 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 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 division delivers high quality service using a customer-centred approach and is delivered by:Estate Administration Trust and Powers of Attorney Administration Intestate, Life Estates and Crime Confiscation/Civil Forfeiture administration Wills and Estate Planning About The Role The role is responsible for effectively leading a high performing regional team to deliver professional, high quality and timely Wills and Estate Planning services to the NSW community. The role is responsible for managing the teams’ performance, ensuring services meet the needs of customers, there is growth in our market share and the services that are delivered are financially sustainable.This includes the delivery of services that align to NSW Trustee and Guardian’s Customer Excellence Principals and working with key partners to support the increased delivery of professional planning ahead services across NSW.Day-to-day, this is an exciting opportunity that will see you:Undertaking drafting, preparing and executing pre-planning instruments to a high standard. Act as first point of contact for difficult matters, and ensure that significant complaints or unresolved matters are referred to the Regional Manager in a timely manner, and that client needs are met and the reputation of NSWTG is maintained and enhanced. Allocating resources and work to staff of the Wollongong Branch to ensure high staff performance, a customer focused culture and a professional, efficient and effective working environment. About You Application is encouraged if you demonstrate the following skills, knowledge and experience:You have experience 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. You are a team player who enjoys building a collaborative and cohesive team which is focused on achieving results and delivering excellent customer service. 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. Essential Requirements Current driver’s 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 and 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 How To Apply To apply for this role:complete the online application submit a resume (maximum five pages) and brief cover letter (maximum two pages) outlining your skills, experience and suitability for the role. Answer the following targeted questions (maximum two pages): Give us an example of how you have modified your communication style to communicate more effectively with someone. How did you recognise that a different approach was needed and how did you adapt your communication style? What was the outcome? How have you observed and monitored team performance, and developed strategies to influence, encourage and motivate your team to deliver stronger results towards customer experience? Closing date Applications close 11:59pm Thursday 6 February 2025 For enquiries about the role, please contact Emma Winnell, Regional Manager Wills and Estate Planning via email For enquiries about the recruitment process, please contact Shelli Allen, Talent Advisor on Please do not send your applications directly via email, LinkedIn or SEEK. Only applications submitted via the online portal will be accepted. Please Note If you need any adjustments in the process, please contact People and Culture via 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. #J-18808-Ljbffr