Will Writing Coordinator in Chandigarh, Mohali, Zirakpur, Panchkula, New Chandigarh
Sahayak Associates
Date: 3 weeks ago
City: Panchkula, Haryana
Contract type: Full time
Key Responsibilities
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.
- Consult with clients to understand their unique needs and draft customized wills to meet their specific requirements
- Educate clients on the importance of estate planning and provide guidance on wealth preservation and distribution
- Collaborate with legal professionals to ensure all wills comply with relevant laws and regulations
- Maintain accurate records of client information and update wills as needed to reflect any changes in circumstances
- Conduct workshops and seminars on will writing to educate the community and promote our services
- Manage client relationships and provide ongoing support and guidance throughout the will writing process
- Stay current on industry trends and best practices to continuously improve our services and offerings
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.
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