Join FirstRand's Will Drafting Centre to ensure that Wills and Trust Deeds are drafted accurately and efficiently. You'll work closely with various stakeholders, providing technical support and maintaining compliance with legal requirements.
Professional and supportive, with a focus on compliance and client satisfaction.
**Job Description** =================== To contribute to the success of the Will Drafting Centre by ensuring that all Wills and Trust Deeds are drafted professionally, accurately, efficiently and timeously to the entire satisfaction of the Channel and providing technical drafting and estate planning support to the Channel, ensuring all technical information and documentation complies with South African legal requirements.* Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions. * Cultivate and manage objective working relationships with a variety of stakeholders, including end\-users, SME’s, project managers and staff members. * Maintain expert knowledge on relevant legislative amendments and industry best practices and provide technical guidance to relevant stakeholders within the Wills Market. * Provide technical drafting support to drive growth and ensure retention of Wills clients. * Draft and review Wills, Trust Deeds, and other estate planning documents. * Interpret Will instructions, ensure the correct introducer details are recorded, and draft and amend Wills accurately as required. * Comply with governance in terms of legislative and audit requirements. * Ensure implementation, review and training of processes to complement service standards. * Ensure that the end\-to\-end drafting process is managed within 30 days from date of instruction to legality check. * Ensure service delivery by maintaining excellent client service through quick turnaround times, efficiency, and quality. * Manage own development to continuously improve competencies. **Skills:** * Full professional proficiency in English. Knowledge of isiXhosa, isiZulu, or Sesotho will be regarded as an added advantage. * Excellent drafting and communication skills. * Strong analytical and problem\-solving abilities. * High level of attention to detail and organisational skills. * Ability to work independently and as part of a team with minimal supervision. * Discretion and confidentiality when handling sensitive client information. * Proficiency in Microsoft Office and document management software systems. **Qualifications** * Relevant tertiary qualifications in Law, Estate Planning, Trust Administration, or related field. * Minimum 2–5 years’ experience in Wills drafting, estate planning, trusts, or legal practice * Certification in Will Drafting Programmes or related fields will be advantageous. **Important Closing Date Note** =============================== **Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.** 23/06/26 All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will...
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