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  • Posted: Feb 14, 2020
    Deadline: Not specified
  • Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
    Read more about this company

    Wills Drafter

    Role Purpose

    • Utilise specialist legal expertise to draft wills as well as to provide support to financial advisors in respect to the drafting of wills.

    Responsibilities and work outputs

    • Draft Wills and check signed Wills within agreed turnaround times
    • Provide input to ensure that Will templates remain current and relevant
    • Adhere to organisational best practice and legislative requirements in the drafting of Wills
    • Contribute and implement processes to maximise efficiency and ensure the accuracy of documents
    • Identification and mitigation of risks, and the escalation thereof where necessary
    • Providing support in the drafting of wills to clients, Financial advisors and employees within area of responsibility.
    • Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
    • Make recommendations to improve client experience within area of responsibility
    • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
    • Contribute to effective and consistent service delivery and support to all clients in line with the company's values.
    • Develop and maintain productive and collaborative working relationships with peers and stakeholders
    • Positively influence and participate in change initiatives
    • Continuously develop own expertise in terms of professional, industry and legislation knowledge

    Competencies required

    • Excellent verbal and written communication skills –; Afrikaans is a requirement!
    • Attention to detail
    • Results Oriented
    • Work independently and in a team
    • Accuracy under pressure
    • Ability to meet tight deadlines
    • Adaptability
    • Accountability
    • Integrity

    Experience and Qualifications

    •   Relevant legal tertiary qualification, preferably B Proc or LLB
    •   4-6 years' experience in applying specialist knowledge of wills
    •   Experience in applying specialist knowledge of deceased estate administration will be advantageous
    •   Experience in applying specialist knowledge of estate structuring will be advantageous

    Method of Application

    Interested and qualified? Go to Momentum Metropolitan Holdings Limited on to apply
  • Send your application

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