Job Description
Become a Will Consultant and facilitate impactful estate planning for clients. Use your knowledge of estate management to ensure effective legal documentation and client satisfaction.
As a full-time Will Consultant, you will engage with clients, wealth advisors, and external legal experts to ensure that estate plans reflect clients' intentions accurately. Your role is critical in ensuring compliance with relevant legislation and enhancing the overall client experience within the private trust sector.
Key Responsibilities:
• Support clients in the appointment of legal representatives
• Collaborate effectively with wealth management teams
• Ensure adherence to compliance standards and policies
• Document and track all client communications diligently
• Participate in enhancing professional trust practices within the organization
Requirements:
• Extensive knowledge of incapacity estate planning
• Strong communication skills, both written and oral
• Detail-...
As a full-time Will Consultant, you will engage with clients, wealth advisors, and external legal experts to ensure that estate plans reflect clients' intentions accurately. Your role is critical in ensuring compliance with relevant legislation and enhancing the overall client experience within the private trust sector.
Key Responsibilities:
• Support clients in the appointment of legal representatives
• Collaborate effectively with wealth management teams
• Ensure adherence to compliance standards and policies
• Document and track all client communications diligently
• Participate in enhancing professional trust practices within the organization
Requirements:
• Extensive knowledge of incapacity estate planning
• Strong communication skills, both written and oral
• Detail-...