Estate Planning & Trust Service Assistant

Company Description

SLA Finserv is a financial intermediary firm with over 21 years of experience, serving more than 8000 families across India, USA, UK, Hong Kong, Canada, and other regions. We specialize in creating tailored action plans based on an in-depth assessment of our clients' financial needs, risk appetite, and investment capacities. Through various financial literacy initiatives, including over 2000+ workshops, we aim to educate individuals on financial management.

Role Description

Assist in collecting client information and preparing documentation for wills, trusts, and estate planning cases.

Coordinate with legal partners, clients, and internal teams to ensure seamless execution.

Manage records, follow-up activities, and client queries with professionalism and sensitivity.

Participate in client meetings and internal trainings to deepen your understanding of estate and legacy planning.

Contribute actively in developing systems, templates, and service processes.

Qualifications

Bachelor’s degree in Law, Commerce, Management, or related field preferred. Prior experience in finance, law, or client services is an advantage but not mandatory.

Strong communication skills, attention to detail, and willingness to learn are essential.

Someone who is curious, detail-oriented, and eager to grow in the field of estate planning.

Prior experience in finance, law, or client services is preferred but not essential.

Comfortable using basic tools like Excel, Google Sheets, and email platforms.