Branch Officer - Estate Planning and Administration
Core
Administer deceased estates and draft estate planning documents (wills, powers of attorney) for vulnerable people and the general public.
Role type
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, understanding of personal trustee industry, legislative knowledge (Succession Act, Trustee Act)
Technologies
None stated
Responsibilities
Administer 40-70 deceased estates, interpret Wills and legal documents, submit applications to courts, communicate with beneficiaries and external agencies, pay claims and distribute assets, draft estate planning documents
Seniority
Mid-level operational role