Estate Planning Specialist
4 days ago
Responsibilities:
- Establish and manage new trusts, ensuring compliance with legal and administrative requirements.
- Administer existing trusts, working closely with fiduciary administrators to ensure proper governance and compliance.
- Draft personalized wills and estate plans for clients, offering strategic advice tailored to their specific needs.
- Act as the executor of estates, coordinating the estate administration process and liaising with the relevant teams for smooth execution.
- Maintain strong relationships with clients, providing ongoing fiduciary advisory services.
- Stay up-to-date on the latest legislative and regulatory developments in trust and estate planning.
Requirements: LLB degree or other relevant academic qualification, 5+ years experience in the fiduciary industry, strong organizational and time-management skills, exceptional communication skills, and a client-centric approach.
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Estate Planning Specialist
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Estate Planning Expert
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