Estate Paraplanner

As an Estate Paraplanner, you will support estate planners and financial advisors by assisting in the preparation, review, and execution of estate plans for clients. You will be responsible for conducting research, preparing documents, and ensuring the smooth administration of estate planning processes. The role involves working closely with clients, legal teams, and financial institutions to implement effective estate plans that align with clients' goals.

Key Responsibilities:
1) Assist in the preparation and execution of estate plans, including wills, trusts, powers of attorney, and other related documents.
2) Conduct research on estate laws, tax implications, and regulatory requirements to ensure clients' plans are up-to-date and compliant.
3) Coordinate with legal, financial, and insurance professionals to ensure all aspects of the estate plan are implemented effectively.
4) Provide administrative support in the preparation of client presentations and reports.
5) Maintain client files and records, ensuring confidentiality and accuracy.
6) Communicate with clients to gather information and update them on the progress of their estate plans.
7) Stay updated on changes in estate law, tax regulations, and financial products.

Benefits:
Competitive salary and benefits package.
Professional development opportunities, including training and certifications.
Collaborative and supportive team environment.
Opportunities for career growth in estate planning and financial services.

Education: A minimum diploma in finance, business, law, or a related field is preferred, but not mandatory. Candiate should show strong potential and a willingness to pursue relevant training and willingness to learn on the job. 

Key Attributes:

a) Drive & Initiative: A strong sense of self-motivation and a proactive attitude toward tasks and problem-solving.
b) Willingness to Learn: Eagerness to acquire new knowledge in estate planning, taxation, and financial services, and apply it in real-world scenarios.
c) Adaptability: Ability to thrive in a fast-paced environment and adjust to changing client needs or regulatory requirements.
d) Problem-solving Skills: Demonstrates critical thinking and resourcefulness in overcoming challenges.
e) Skills:Strong attention to detail and organizational skills.
f) Ability to prioritize tasks, manage deadlines, and take ownership of projects.
g) Excellent communication skills (both written and verbal), with a customer-centric approach.
Proficiency with Microsoft Office Suite; familiarity with estate planning software is a bonus but not required.
h) A collaborative mindset and the ability to work effectively in a team-oriented environment.