Operations Intern

About the Role

WillJini is India's leading tech-enabled estate planning and succession services company, headquartered in Mumbai. We help individuals and families secure their legacy through Will drafting, Trust formation, and Inheritance Assistance. We are looking for a sharp, organized professional to support the team and keep every case moving.

Key Responsibilities

• Support the senior lawyer and sales team in converting enquiries into engagements.
• Join client meetings and consultation calls, document the discussion, and drive action points to closure.
• Run the client document pipeline: collect, verify, and secure all documents in a structured digital case repository.
• Be the first point of coordination for clients on documentation and follow-ups.
• Prepare first drafts of inheritance documents from approved templates.
• Run accuracy checks on drafts against source documents (names, dates, figures, consistency) before they reach senior review.
• Coordinate court-related filings and documentation, and track hearing dates and deadlines.
• Liaise with clients, counterparties, and court personnel to keep matters moving.
• Maintain case trackers and keep the team and clients aligned on status and pending items.
• Build and refine the team’s template library and case checklists.

Requirements & Tech Stack

• Confident written and spoken English.
• Highly organized with strong attention to detail.
• Self-starter who takes ownership and learns fast.
• Comfortable with Google Workspace (Drive, Docs, Sheets) and MS Office.
• Comfortable using AI tools to draft, review, and organize work faster.
• Comfortable with fieldwork and travel within Mumbai.

Qualifications

• B.Com or any graduate.
• Law degree not required.