Will Writing Coordinator Job

Job Description

About the job: Key responsibilities: 1. Consult with clients to understand their unique needs and draft customized wills to meet their specific requirements 2. Educate clients on the importance of estate planning and provide guidance on wealth preservation and distribution 3. Collaborate with legal professionals to ensure all wills comply with relevant laws and regulations 4. Maintain accurate records of client information and update wills as needed to reflect any changes in circumstances 5. Conduct workshops and seminars on will writing to educate the community and promote our services 6. Manage client relationships and provide ongoing support and guidance throughout the will writing process 7. Stay current on industry trends and best practices to continuously improve our services and offerings Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 3,00,000 /year Experience: 1 year(s) Deadline: 2025-06-07 23:59:59 Skills required: Presentation skills, English Proficiency (Written), Interpersonal skills and Effective Communication Other Requirements: 1. Hold a master's degree in business, finance, company secretary, or BA LLB 2. Possess own conveyance and laptop 3. Demonstrate a minimum of 2 years of experience in wealth management, legal coordination, or client relationship management 4. Exhibit strong interpersonal and communication skills with a client-first mindset 5. Maintain high attention to detail and strong organizational skills 6. Manage multiple tasks and deadlines in a professional environment 7. Show familiarity with estate planning and financial services terminology as a plus 8. Demonstrate proficiency in MS Office and CRM About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interest and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region handling more than 500 clients at present.