Job offer
AssistenZ Inheritance advice and execution of wills
The position of Inheritance Advisory and Will Execution Assistant offers the opportunity to work in the area of estate processing at a locally based bank with a focus on holistic customer advice. Duties will include assisting with the preparation of documents, processing client inquiries and corresponding with authorities.
Job description
Inheritance consulting and execution of wills assistant (f, m, d) 80 -100 %Tasks
- Supporting the estate administrators in the preparation of documents such as wills, inheritance and advance care directives, etc.
- Independent processing of customer inquiries and support according to instructions
- Correspondence and clarifications with offices, authorities and institutions
- Close cooperation with our client advisors
- Systematic opening and invoicing of mandates
- Maintaining contacts with external bodies (e.g. notary's offices, authorities)
- Active collaboration and further development of our estates department
Requirements
- Basic commercial training with vocational baccalaureate or comparable qualification
- Further legal training (university, university of applied sciences, paralegal) an advantage
- Experience in the administrative processing of legal documents (e.g. from a law firm, notary's office, inheritance office)
- Structured, precise and service-oriented way of working
- Strong written and spoken communication skills
- Openness and flexibility for varied tasks
We offer
- Laire's environment in a banking group
- We promote personal and professional development
- We do meaningful and varied work
Job details
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