Duties & Responsibilities
- Assist with the correct execution of Wills, follow up on the execution of Wills drafted and check signed Wills to ensure they are validly executed.
- Lodge original Wills and other original documents in safe custody.
- Maintain safe custody records.
- Maintain and update the Wills templates/precedents, under supervision of the template committee and the Manager, Estates Administration.
- Liaise with Wealth Advisors, Fiduciary Specialists and Assistants.
Desired Experience & Qualification
- Matric / Grade 12 / National Senior Certificate is a minimum requirement and a Paralegal Diploma or Legal Secretary qualification is an added advantage.
- FISA Wills drafter certificate or equivalent.
- 3-5 yrs wills drafting experience in a law firm / deceased estates/fiduciary environment.
- Knowledge and technical know-how relating to all aspects of Wills drafting and safe custody process.
- Deceased Estates experience is preferable.
- Excellent language skills (Afrikaans and English).
- Microsoft packages, Outlook, Word and Excel in particular.
Package & Remuneration
Negotiable
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