Associate Consultant

1 week ago

Outram, Singapore DYP Legacy Pte Ltd Full time

**About Us**:
DYP Legacy is a leading estate planning company dedicated to helping individuals and families secure their futures. We specialize in creating wills and Lasting Power of Attorney (LPA) documents, as well as providing educational talks to individuals and corporations on the importance of estate planning. Our mission is to empower our clients to make informed decisions about their legacy while ensuring their wishes are honored and their loved ones provided for.

**Position Overview**:
As an Associate Consultant at DYP Legacy, you will play a vital role in assisting individuals and families with their estate planning needs. You will work closely with our main speakers to advocate the importance of estate planning through educational talks and seminars.

**Responsibilities**:

- Assist clients in creating wills and Lasting Power of Attorney (LPA) documents, ensuring accuracy and compliance with legal requirements.
- Provide personalized guidance and support to clients throughout the estate planning process, addressing any questions or concerns they may have.
- Collaborate with the main speaker to develop engaging and informative presentations on estate planning topics for educational talks and seminars.
- Conduct research on estate planning laws, regulations, and best practices to stay updated on industry trends and developments.
- Assist with administrative tasks related to client consultations, document preparation, and seminar logistics.
- Build and maintain strong relationships with clients, partners, and stakeholders to enhance the company's reputation and credibility in the industry.

**Qualifications**:

- Diploma, in any field.
- Prior experience in estate planning, legal services, or financial planning is preferred but not required.
- Strong interpersonal and communication skills, with the ability to effectively interact with clients and colleagues.
- Detail-oriented with excellent organizational and time management abilities.
- Commitment to upholding ethical standards and maintaining client confidentiality.

**Salary**: $2,500.00 - $4,000.00 per month

**Benefits**:

- Flexible schedule
- Health insurance
- Professional development

Schedule:

- Monday to Friday
- Weekend availability

Supplemental pay types:

- Commission pay
- Performance bonus

Work Location: In person

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