Description

• Work with clients to identify their estate planning needs and goals
• Develop and implement customized estate plans for clients, including wills, trusts, and other legal documents
• Provide advice and guidance on tax planning, charitable giving, and other financial matters related to estate planning
• Collaborate with other professionals, such as accountants and financial advisors, to ensure that clients’ estate plans are comprehensive and integrated
• Communicate complex legal and financial concepts to clients in a clear and understandable manner
• Maintain client relationships and provide ongoing support as needed
• Keep abreast of changes in estate planning laws and regulations and adjust client plans accordingly
• Market estate planning services to potential clients and network with other professionals in the industry.

Qualifications:

• Fresh graduates
• SPM/Bachelor’s degree in accounting, finance, law, finance, or a related field
• At least 2 years of experience in estate planning or a related field
• Knowledge of estate planning laws and regulations
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong analytical and problem-solving skills
• Detail-oriented and organized.