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 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 us

At NSW Trustee & 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.

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 Consultant’s.

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.

How to apply

• Click "Apply Now" and 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):
  • Provide an example of time when you had to explain technical information to a person or group of people. How did you ensure that your audience understood the information or message you were conveying?
  • Provide an example of a time you dealt with a customer who was dissatisfied with the service they received, in an effort to resolve the matter.  How did you approach the matter and what was the outcome?

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

For enquiries, please contact the Workforce Support Team: workforce.support@tag.nsw.gov.au using the subject line: Senior Wills and Estate Planning Consultant enquiry via EthicalJobs.

Please note

• If you need an adjustment in the recruitment process or workplace, please let us know.
• Offers of employment will be subject to reference checks and relevant clearances.
• A talent pool may be created for future ongoing, temporary, and part-time roles, and is valid for 18-months.
• All candidates applying for this role must comply with our COVID-19 Vaccination Policy, have an up-to-date COVID-19 vaccination status and be able to provide acceptable proof. Further information about vaccination requirements will be provided to successful candidates and is also available via email request to peopleandculture@tag.nsw.gov.au.