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eToro LLC
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Digital Legacy Planner

Digital Legacy Planner

eToro LLC

3 - 7 years

0 Lacs

bhubaneswar

Posted:2 weeks ago| Platform: Shine logo

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Skills Required

wealth management estate management data governance digital assets digital literacy privacy regulations communication project coordination confidentiality legal planning customer consulting services major platform policies data security laws empathy responsibility proficiency in digital tools office suites document management systems lawyer will planner trust consultant data governance consultant blockchain technology digital identity management web3 ecology psychological counseling living will services crossplatform digital estate planning projects proficiency in multiple languages

Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: You will be responsible for providing digital estate planning services to clients, helping them identify, organize, manage, and plan their assets and identities in the online world for orderly and safe inheritance and disposal. Collaborating with legal, technical, product, and customer service teams will be an essential part of your role to promote the implementation of digital estate planning. Key Responsibilities: - Communicate with customers to understand their digital asset needs - Assist customers in organizing and classifying their online assets - Design digital wills and access rights - Ensure legal and compliant digital estate plans - Maintain customer digital estate archives - Participate in formulating company standards related to digital estate services - Provide external education and consulting services to enhance public awareness Qualifications Required: - Bachelor's degree or above in relevant fields such as law, information management, data security, psychology, or sociology - More than 3 years of experience in wealth management, legal planning, estate management, data governance, or customer consulting services - Good understanding of digital assets, major platform policies, digital literacy, privacy regulations, and data security laws - Strong communication, empathy, project coordination, responsibility, and confidentiality skills - Proficiency in digital tools like Office suites and document management systems Note: Additional details of the company were not present in the job description provided.,

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Digital Legacy Planner