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Wills And Estates Consultants - Sydney Metro / Tamworth & North West NSW

Department of Communities and Justice
  • Ongoing full-time (35 hours per week)
  • Location: Multiple roles available in Regional NSW and Sydney Metro
  • Flexible Working arrangements and locations are available
  • Clerk Grade 5/6 Base Salary ($85,744 - $94,610) plus employer’s contribution to superannuation and annual leave loading

About us

Supporting over 35,000 customers annually and administering more than six billion in customer assets, NSW Trustee & Guardian is a statutory agency within the Stronger Communities Cluster. The Agency supports the Chief Executive Officer and the Public Guardian to protect and promote the rights, dignity, choices and wishes of the people of New South Wales. NSWTG 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 document their last wishes and providing peace of mind that their instructions on the disbursement of their estate are fulfilled. We do this by providing independent and impartial financial management, guardianship and trustee services that support our customers and help them manage their health, lifestyle and financial affairs and ensure their wishes are respected.

Our services help support and protect some of the most vulnerable members of the NSW community, and support people at vulnerable moments in their life.

About the role

The primary purpose of the role is to deliver expert advice that is legislatively compliant, ensuring our customers wishes are accurately documented.

The Wills and Estates Consultant is part of a team that is collectively responsible for delivering insightful, personalised, and innovative Will & Estate Planning advice and services to our customers.

The role will be expected to independently manage a range of customer circumstances with varying complexity.

At NSWTG we put the customer at the centre of everything we do, and we live by our Customer Excellence Principles. 

Why work for us

  • Multiple working locations across NSW, regional & remote working encouraged subject to negotiation
  • Work/Life Balance - Flexible Working Arrangements (WFH, Part-time, Job Share)
  • Fitness passport
  • Structured induction to NSWG and ongoing development and training

About 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.

Essential Requirements:

  • Experience or qualification in Legal, Trustee services or Estate Planning
  • Must participate in training, obtain and maintain accreditation in Will preparation within the required timeframe and are committed to participate in ongoing professional development
  • Willingness to work extended hours, as required for instance Thursday nights and weekends
  • Current and valid driver licence with a willingness to travel within NSW, and to undertake overnight travel
  • 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
  • Willingness to receive a yearly flu vaccination

For detailed information on the key accountabilities and capability framework please click here to download the role description

Applying for the role

To apply for this role please submit an application online by clicking on the "Apply Now" button.

Applicants must address their suitability by supplying an updated copy of their resume and a cover letter that outlines their skills and experience relevant to the role. 

When applying you will need to:

  1. Answer all pre-screening questions on the online application form
  2. Nominate your location preference
  3. Attach a cover letter (maximum 2 pages) that outlines your skills, experience and how you meet the essential requirements of the role including answering the question below:
    • “Our Customer Excellence Principles are: Insightful, Empathy, Personalised, Convenient and Timely, Value and Overall Satisfaction”
    • Choose 2 of the above Customer Excellence Principles and describe what they mean to you and how they influence the manner in which you provide excellent customer service.
  4. Attach a resume (maximum 5 pages)

Contact: Tanya Giffen, Branch Manager on 02 8688 6097, email tanya.giffen@tag.nsw.gov.au or Susan Slade, Branch Manager on 02 6626 3200, email susan.slade@tag.nsw.gov.au using the subject line: Wills And Estates Consultants - Sydney Metro / Tamworth & North West NSW enquiry via EthicalJobs.

If you experience technical difficulties when submitting your application, please contact peopleandculture@tag.nsw.gov.au mailbox.

You are required to address the question above. Your response, along with your resume and cover letter will be reviewed and used to shortlist applicants for interview. For further information about how to address targeted questions please visit here.

A talent pool may be created for future ongoing and temporary roles and is valid for a period of up to 18 months in accordance with the Government Sector Employment Act 2013. Being placed on a talent pool is a great opportunity to be considered for roles throughout an 18-month period.
NSW Trustee & Guardian is committed to building a workplace that values and supports diversity and inclusion. We actively promote the employment of women, people with a disability, Aboriginal and Torres Strait Islanders, LGBTI and people from culturally and linguistically diverse backgrounds.
We encourage applications from people with disability and will provide reasonable adjustments in our recruitment process and in the workplace. If you need an adjustment in the recruitment process, please call or email the contact person listed, and also advise us of your preferred method of communication.

How to apply

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