Details of the Organization

SLA Finserv is a financial intermediary firm with over 21 years of experience, serving more than 8,000 families across India, USA, UK, Hong Kong, and Canada. 

Details of the Job/Internship

SLA Finserv is hiring an Estate Planning & Trust Service Assistant to join their office in Jaipur. 

Role and Responsibilities

• Collect client information and prepare documentation for wills, trusts, and estate planning cases.
• Coordinate with legal partners, clients, and internal teams for smooth execution.
• Manage records, follow-ups, and respond to client queries with professionalism.
• Participate in client meetings and internal training sessions.
• Assist in developing systems, templates, and service processes.

Eligibility

• Bachelor’s degree in Law, Commerce, Management, or related field preferred.
• Prior experience in finance, law, or client services preferred but not mandatory.
• Strong communication skills, attention to detail, and willingness to learn.
• Proficiency in Excel, Google Sheets, and email platforms.

Salary/Stipend

Salary details will be finalised during the interview process with the selected candidate.

Type of Opportunity

Fulltime

Country

India

Address

Jaipur, Rajasthan, India

Application and Registration Details

We are solely providing this information for dissemination and wish to clarify that we are not affiliated with the organization.

After you submit your application, you will receive the next steps in the process via email. Please follow the instructions provided to complete your application. 

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