Trainee Will Writer
About the job
Join #TeamDA as a Trainee Will Writer and embark on an exciting journey in estate planning! This job offers a fantastic opportunity to develop technical knowledge and practical skills while supporting clients with important life planning decisions. The team values detail-oriented individuals who are eager to learn and committed to providing exceptional client-focused support.
You'll be responsible for
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Supporting administration
Supporting the effective administration and day-to-day operation of the Wills and Probate department, ensuring all tasks are completed accurately and efficiently.📝
Preparing documents
Assisting with preparing and registering Wills, Lasting Powers of Attorney, and other estate planning documents in compliance with regulations.📞
Communicating with clients
Maintaining clear and professional correspondence with clients and external parties while managing client records securely.Key criteria
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Attention to detail
Demonstrated ability to ensure accuracy in documentation.View
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Organisational skills
Proven experience managing multiple tasks and deadlines.View
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Client communication skills
Experience maintaining professional correspondence with clients.View
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