Paraprofessional
- Hiring from
- Singapore
- Work type
- Hybrid
- Posted
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Company Description PreceptsGroup International, formerly known as Rockwills Singapore Group of Companies, is an established estate and succession planning service provider offering wills, trusts, estate administration, corporate services, and education. Headquartered in Singapore, the group serves clients across the region through a network of over 800 Estate and Succession Practitioners. Since 2008, it has built a strong foundation in the succession, distribution, and management of wealth, becoming one of the largest providers in the Asian region. The group has a proven track record, having written more than 15,000 wills and holding over 10,000 executor and trustee appointments, supported by end-to-end estate planning services. Precepts Academy, its training arm, provides comprehensive learning pathways for financial advisors to develop estate planning expertise and knowledge.
Role Description The Paraprofessional works with a Franchisee and the role is a part time or full-time, hybrid position based in Singapore, with a combination of on-site work and some work-from-home flexibility. In this role, the paraprofessional supports estate and succession practitioners by preparing and organizing documentation related to wills, trusts, and estate matters, ensuring accuracy and compliance with internal processes. Daily tasks include maintaining client records, assisting with case administration, coordinating appointments and communications, and handling follow-up actions under guidance from senior staff. The paraprofessional may also assist with research, basic reporting, and preparation of training or educational materials for internal use.
Qualifications
Strong administrative and organizational skills, including document management, data entry, and attention to detail.
Good communication and interpersonal skills to interact professionally with clients, practitioners, and internal teams.
Proficiency in common office software (e.g., word processing, spreadsheets, presentation tools) and comfort with learning new systems.
Ability to follow structured procedures, manage multiple tasks, and meet deadlines with minimal supervision
Relevant academic background, such as a diploma or degree in business, law, finance, or related fields, is advantageous
Prior experience in professional services, legal, financial, or estate planning environments is beneficial but not mandatory
Demonstrated integrity, discretion, and respect for confidentiality in handling sensitive information
Commitment to continuous learning and interest in estate and succession planning will be considered an added advantage.
Role Description The Paraprofessional works with a Franchisee and the role is a part time or full-time, hybrid position based in Singapore, with a combination of on-site work and some work-from-home flexibility. In this role, the paraprofessional supports estate and succession practitioners by preparing and organizing documentation related to wills, trusts, and estate matters, ensuring accuracy and compliance with internal processes. Daily tasks include maintaining client records, assisting with case administration, coordinating appointments and communications, and handling follow-up actions under guidance from senior staff. The paraprofessional may also assist with research, basic reporting, and preparation of training or educational materials for internal use.
Qualifications
Strong administrative and organizational skills, including document management, data entry, and attention to detail.
Good communication and interpersonal skills to interact professionally with clients, practitioners, and internal teams.
Proficiency in common office software (e.g., word processing, spreadsheets, presentation tools) and comfort with learning new systems.
Ability to follow structured procedures, manage multiple tasks, and meet deadlines with minimal supervision
Relevant academic background, such as a diploma or degree in business, law, finance, or related fields, is advantageous
Prior experience in professional services, legal, financial, or estate planning environments is beneficial but not mandatory
Demonstrated integrity, discretion, and respect for confidentiality in handling sensitive information
Commitment to continuous learning and interest in estate and succession planning will be considered an added advantage.