Wills Drafter at Momentum Metropolitan Holdings Limited

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