Senior Branch Officer - Estate Planning and Administration
Core
Administer complex deceased estates and draft estate planning documents (wills, powers of attorney) for vulnerable people and the general public.
Role type
Senior Branch Officer (Estate Administration and Planning)
Builds
Deceased estate administrations and estate planning documents
Domain
Legal services / Estate administration / Trust law
Deliverable
client delivery
Required skills
Financial acumen, problem-solving, prioritization, legal document interpretation, court application management, stakeholder communication, regulatory compliance
Preferred skills
Knowledge of NSW government services, flexibility to rotate teams
Technologies
None stated
Responsibilities
Interpret complex Wills and legal documents; Collate and submit complex applications to courts; Write to banks, insurance agencies, and government bodies; Pay claims and prepare asset distributions; Build relationships with beneficiaries; Draft estate planning documents
Seniority
Senior, hands-on IC