
Will and Trust Consultant
6 days ago
Roles & Responsibilities:
- Consult with clients to understand their objectives and preferences for the distribution of assets.
- Advise on the creation and amendment of wills and trusts to meet legal requirements and reflect client wishes.
- Offer guidance on selecting trustees, executors, and guardians.
- Assist in the establishment of living trusts to manage assets during the client's lifetime and after death.
- Provide education on the probate process and strategies to avoid its complications.
- Offer ongoing support and advice to ensure wills and trusts remain current and effective.
Fresh Grads Are Welcomed Training will be provided.
**Job Types**: Part-time, Permanent
**Salary**: $1,000.00 - $4,000.00 per month
Expected hours: 18 - 40 per week
**Benefits**:
- Employee assistance programme
- Flexible schedule
- Work from home
Supplemental pay types:
- Performance bonus
- Yearly bonus
**Education**:
- Local Polytechnic Diploma (preferred)
Work Location: In person
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