Deskripsi Pekerjaan
Embark on a transformative internship with LBY Estate Solutions, where you'll gain hands-on experience in the specialized field of will, trust, and estate planning. This unique opportunity is designed for finance and insurance students to bridge theoretical knowledge with practical application in real-world scenarios. You'll work alongside industry experts to understand the intricacies of estate administration, document preparation, and client consultation. Our collaborative environment encourages learning through exposure to diverse financial planning strategies and regulatory compliance frameworks. This internship offers unparalleled insights into wealth preservation, legacy planning, and the intersection of finance and legal instruments. Develop transferable skills in client relationship management, financial analysis, and documentation while contributing to meaningful estate solutions. Join us to build a strong foundation in financial services while making a tangible impact on clients' long-term security.
Tanggung Jawab
- Assist in drafting and reviewing wills, trusts, and estate planning documents
- Conduct research on estate laws, tax implications, and financial regulations
- Support client consultations by preparing financial profiles and planning documents
- Collaborate with senior advisors on comprehensive estate planning strategies
- Manage and organize client documentation in compliance with legal standards
- Participate in training sessions covering estate administration best practices
- Contribute to developing educational materials for clients on estate planning
Kualifikasi
- Currently pursuing a degree in Finance, Insurance, Law, or related field
- Strong academic standing with focus on financial planning or estate management
- Excellent attention to detail and precision in document preparation
- Basic knowledge of financial instruments and insurance products
- Strong written and verbal communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Ability to maintain confidentiality and handle sensitive client information