Job Description

Job Description To contribute to the success of the Will Drafting Centre by ensuring that all Wills and Trust Deeds are drafted professionally, accurately, efficiently and timeously to the entire satisfaction of the Channel and providing technical drafting and estate planning support to the Channel, ensuring all technical information and documentation complies with South African legal requirements.Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions.Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and staff members.Maintain expert knowledge on relevant legislative amendments and industry best practices and provide technical guidance to relevant stakeholders within the Wills Market.Provide technical drafting support to drive growth and ensure retention of Wills clients.Draft and review Wills, Trust Deeds, and other estate planning documents.Interpret Will instructions, ensure the correct introducer details are recorded, and draft and amend Wills accurately as required.Comply with governance in terms of legislative and audit requirements.Ensure implementation, review and training of processes to complement service standards.Ensure that the end-to-end drafting process is managed within 30 days from date of instruction to legality check.Ensure service delivery by maintaining excellent client service through quick turnaround times, efficiency, and quality.Manage own development to continuously improve competencies.