Job Summary

To achieve sustainable growth and profitability by developing, implementing and regularly reviewing the company’s business strategy and policies relating to Estate Planning and Administration services.

The Estate Planner is responsible for providing counsel to ITSL clients seeking to determine specific distribution of their estate including drafting of wills, trusts and other related documents.

In addition, the Estate Planner will be responsible for providing advice about retirement plans, life and property insurance policies as well as charitable contributions whenever required.

Key Responsibilities

Strategy and Marketing

• Develops and implements strategies to build the company’s capacity to provide estate-planning solutions.
• Participating in the implementation and execution of strategic marketing plans in support of the corporate strategy.
• Developing Estate Planning pricing strategies in consultation with Head of ITSL, Head of Business Development and Head of Legal & Trust Services, balancing marketing objectives and customer satisfaction.
• Preparing, in liaison with the Head of legal & Trust Services, concept papers, periodic progress reports and annual reports showing organizational achievements against planned targets as well as providing justification for performance variances and areas of improvement.
• Assist in firm’s marketing activities including client pitch, public speaking and awareness training.

Product Review and Development

• Have the ability to develop and successfully roll out appropriate new products and services to boost the sustainable, profitable growth of the business line.
• Measuring product performance and liaising with Head of Business Development to implement appropriate improvements in line with consumer needs.
• Participating in the development and implementation of a structured process of product review and development.
• Regularly liaising with the business development function to develop estate planning solutions that leverage the company’s competitive edge.
• Providing insight to the product development by maintaining consummate market intelligence and periodically reviewing existing estate planning solutions to enhance their quality.

Operational

• Prepare and Review Legal Documents.
• Scrutinize legal documents before circulation to Directors.
• Review Estate instructions and ensure subsequent actions are in line with all mandate.
• Ensure compliance with all legal and regulatory requirements under Estate Planning.
• Sets up and various Estate Planning structures according to client needs.
• Attend and lead both high- and low-level client meetings and coordinates maintenance of records of decisions and transactions.
• Organize and co-ordinate meetings with clients with all relevant parties.
• Ensure all statutory, regulatory and internal reporting requirements and deadlines are met.
• Communicates with clients in person and via mail, email and telephone to commence an engagement and to keep matters moving forward on a timely basis.
• Preparing, reviewing and updating legal documents, operations & training manuals.

Occasional Duties

• Systems Development – making sure the new products are brought on to the system.
• Participating in internal ad-hoc committees.
• Involved in the automation of business functions.

Qualifications

• Land Economics Degree or Property Management experience
• Additional training/qualifications in property valuation and management an added advantage.
• Registered accountant – CPA or CS
• Strong teamwork and organization skills
• Attention to detail, solid organizational skills, and ability to prioritize tasks.
• Creative problem-solving, critical thinking, negotiation, verbal and written communication skills
• Ability to make presentations to a large group of people.
• Confident and highly articulate.
• Leadership and interpersonal skills necessary to deal with a wide variety of people and professionals.
• At least five (5) years’ post qualification experience

• Develops and implements strategies to build the company’s capacity to provide estate-planning solutions.
• Participating in the implementation and execution of strategic marketing plans in support of the corporate strategy.
• Developing Estate Planning pricing strategies in consultation with Head of ITSL, Head of Business Development and Head of Legal & Trust Services, balancing marketing objectives and customer satisfaction.
• Preparing, in liaison with the Head of legal & Trust Services, concept papers, periodic progress reports and annual reports showing organizational achievements against planned targets as well as providing justification for performance variances and areas of improvement.
• Assist in firm’s marketing activities including client pitch, public speaking and awareness training.
• Have the ability to develop and successfully roll out appropriate new products and services to boost the sustainable, profitable growth of the business line.
• Measuring product performance and liaising with Head of Business Development to implement appropriate improvements in line with consumer needs.
• Participating in the development and implementation of a structured process of product review and development.
• Regularly liaising with the business development function to develop estate planning solutions that leverage the company’s competitive edge.
• Providing insight to the product development by maintaining consummate market intelligence and periodically reviewing existing estate planning solutions to enhance their quality.
• Prepare and Review Legal Documents.
• Scrutinize legal documents before circulation to Directors.
• Review Estate instructions and ensure subsequent actions are in line with all mandate.
• Ensure compliance with all legal and regulatory requirements under Estate Planning.
• Sets up and various Estate Planning structures according to client needs.
• Attend and lead both high- and low-level client meetings and coordinates maintenance of records of decisions and transactions.
• Organize and co-ordinate meetings with clients with all relevant parties.
• Ensure all statutory, regulatory and internal reporting requirements and deadlines are met.
• Communicates with clients in person and via mail, email and telephone to commence an engagement and to keep matters moving forward on a timely basis.
• Preparing, reviewing and updating legal documents, operations & training manuals.
• Systems Development – making sure the new products are brought on to the system.
• Participating in internal ad-hoc committees.
• Involved in the automation of business functions.

• Strong teamwork and organization skills
• Attention to detail, solid organizational skills, and ability to prioritize tasks.
• Creative problem-solving, critical thinking, negotiation, verbal and written communication skills
• Ability to make presentations to a large group of people.
• Confident and highly articulate.
• Leadership and interpersonal skills necessary to deal with a wide variety of people and professionals.

• Land Economics Degree or Property Management experience
• Additional training/qualifications in property valuation and management an added advantage.
• Registered accountant – CPA or CS