▷ [Only 24h Left] Inheritance Planning

1 month ago


Mumbai, India 1 Finance Full time
Responsibilities:

- Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirements- Provide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters- Develop and implement strategies to grow the department, enhance client satisfaction, and maintain a competitive edge in the industry.- Stay abreast of legal, regulatory, and market changes affecting estate planning and incorporate necessary adjustments into service offerings- Conduct detailed consultations with clients to understand their estate planning needs, financial goals, and family circumstances- Design and oversee the preparation of customized wills, trust documents, powers of attorney, and other relevant legal documents- Coordinate with financial advisors, accountants, and other professionals to ensure comprehensive estate planning solutions- Manage and resolve complex estate planning and provide end-to-end solutions to clients- Mentor and develop team members, fostering an environment of continuous learning and professional growth

Skills:

- Excellent interpersonal and communication skills- Strong analytical and problem-solving skills- Commitment to staying informed on changes in laws and industry practices
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