Fiduciary Assistant

2 weeks ago

Pretoria, Gauteng, South Africa Sanlam Full time
Who are we?
Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.


With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions.

These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading.

At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion - individuals who thrive in an entrepreneurial, high-energy environment.


Sanlam Private Wealth is part of the Sanlam Investments Group, a leading investment and wealth management business in South Africa, Sub-Saharan Africa, Australia and Europe.

What will you do?

Draft:

Trust deeds
Deed of amendments
Supplementary trust deeds and all supporting documentation
Resolutions
Trust meeting agendas and minutes
Simple wills

Administration:

Schedule appointments
Preparation of documentation for signature
Arrange and schedule boardroom bookings
General administration
Preparation of packs and supporting documentation for registration of trusts and reporting of estates at the Master's office and arranging with agent for collection
Support with the deceased estate administration process What will make you successful in this role?
Basic knowledge and understanding of wills, estates and trusts in South Africa
Experience working within a Private Wealth environment / industry and or a legal background
High level of accuracy and attention to detail Qualification and experience
Bachelor's Degree or equivalent (a legal qualification would be advantageous)
Proven experience in a client-focused business environment
Minimum 2 years' experience in a Financial Service and/or Legal Industry will be advantageous Knowledge and skills
Proficient in MS Office (Word, Excel). Advanced Excel would be an advantage
Thorough knowledge and understanding of wills, estates and trusts in SA context
Excellent communication skills (both verbal and written)
Strong administration skills Personal qualities
Strong numerical orientation
Highly organized with a high level of customer focus
Accurate and detail orientated
Critical and analytical capability
Ability to perform well under pressure and show maturity, confidence and resilience
Excellent listening, communication and interpersonal skills
Pro-Active approach to work, clients, problem solving
Learning agility and curiosity
Assertive
Passionate ownership for results Build a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and achieving great things. We pride ourselves in helping our employees to realise their worth.

Through its business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Mi-way, as well as the Group Office - the Sanlam Group provides many opportunities for growth and development.

Turnaround time

To be considered for the above opportunity please upload your detailed CV on or before 27 January 2023

The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process.

This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

  • Fiduciary Assistant

    2 weeks ago

    Pretoria, Gauteng, South Africa Performability Recruitment Full time

    Purpose of the role Provide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administration Minimum skills and knowledge requiredMatric and minimum 8 (eight) years practical experience in administration, preferably in the legal or...

  • Fiduciary Assistant

    2 weeks ago

    Pretoria, Gauteng, South Africa Performability Recruitment Full time

    Purpose of the role Provide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administration Minimum skills and knowledge requiredMatric and minimum 8 (eight) years practical experience in administration, preferably in the legal or...

  • Legal Fiduciary Administrator

    2 weeks ago

    Pretoria, Gauteng, South Africa Perfect Placement Recruitment Full time

    Our client has an Fiduciary firm in Montana and is looking for a Legal Fiduciary Administrator to join their team.Area: Montana (Pretoria)Salary: Market related (depending on experience)Requirements: Must be fully bilingual; Must have 3+ years experience in Trust administration; Must have own reliable transport; Must have a legal qualification or...

  • Trust Administrator

    2 weeks ago

    Pretoria, Gauteng, South Africa Perfect Placement Recruitment Full time

    Our client has an Fiduciary firm in Montana and is looking for a Trust Administrator to join their team.Area: Montana (Pretoria)Salary: Between R14 000 and R depending on experience and qualifications)Requirements: Must be fully bilingual; Must have + 3 years experience as a Trust administrator; Must have own reliable transport.Duties: To provide...

  • Wealth Management Assistant

    2 weeks ago

    Pretoria, Gauteng, South Africa Aquarius Recruitment Full time

    Our client is a major Wealth Management Company in South Africa, they are now looking for a skilled and experienced wealth managers assistant to be based in PretoriaPURPOSE OF JOBProvide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients.KEY RELATIONSInternal clients,...

  • Assistant Estates Administrator

    2 weeks ago

    Pretoria, Gauteng, South Africa StaffCentral Consulting Full time

    Job Duties/Responsibilities will include:Reporting of the estate to the Masters office as well as other stakeholdersPlacement of advertisementsObtaining the written confirmation of all assets and liabilities in the estate to enable the administrator to draft the liquidation and distribution accountCompliance with all stakeholders' requirements to ensure...

  • Assistant to Estate Officer

    2 weeks ago

    Pretoria, Gauteng, South Africa Perfect Placement Recruitment Full time

    Our client is URGENTLY looking for an Assistant to Estate Officer Administrator/ Fiduciary Specialist. Our clients company specializes in the administration of deceased estates._Title:Assistant to Estate Officer positionArea: Montana (Pretoria North)Salary: R R Depending on Experience and Skills)Appointment type: PermanentHours of work:Monday to Thursday -...

  • Company Secretary

    2 weeks ago

    Pretoria, Gauteng, South Africa DPT Recruitment Full time

    Job PurposeTo provide governance and company secretariat functions to the organisation and render an effective one stop service to the Board and all Board committees. Responsible to the Board for all Company Secretarial (Statutory and Administrative) functions and duties in line with corporate governance guidelines, best practices, relevant legislation, and...

  • Board Secretary and Legal Advisor

    2 weeks ago

    Pretoria, Gauteng, South Africa Prebless Group Full time

    Job Overview:Date Posted: Posted 10 hours ago-Location: Pretoria, Gauteng-Job Title: Board Secretary and Legal Advisor-Salary: R85,000 - R95,000-Education Level: Bachelors Degree-Job Level: Executive-Minimum Experience: YearsBoard Secretary and Legal Advisor - Pretoria:The Board Secretary and Legal Advisor is accountable for the provision of an efficient and...

  • Branch Service Manager

    2 weeks ago

    Pretoria, Gauteng, South Africa Sanlam Full time

    Who are we?Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities.With assets under management and administration of more than R151 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and...

  • Specialist Estate Administrator

    2 weeks ago

    Pretoria, Gauteng, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo prepare...

  • Fiduciary Assistant

    2 months ago

    Pretoria, South Africa Performability Full time

    Purpose of the roleProvide complete administrative support to enable the Fiduciary specialists to implement and administerestate planning solutions and services for high-net-worth clients, including trust administration Responsibilities | SkillsGeneral administration practice managementProactively manage files by following up with clients regarding signature...

  • Fiduciary Assistant

    2 months ago

    Pretoria, South Africa Performability Full time

    Purpose of the role Provide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administration Responsibilities | Skills General administration practice management Proactively manage files by following up with clients regarding...

  • Fiduciary Assistant

    4 weeks ago

    Pretoria, South Africa Performability Full time

    Purpose of the role Provide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administration Responsibilities | Skills General administration practice management Proactively manage files by following up with clients regarding...

  • Fiduciary Assistant

    4 weeks ago

    Pretoria, South Africa Performability Full time

    Purpose of the roleProvide complete administrative support to enable the Fiduciary specialists to implement and administerestate planning solutions and services for high-net-worth clients, including trust administration Responsibilities | SkillsGeneral administration practice managementProactively manage files by following up with clients regarding signature...

  • Fiduciary Assistant

    1 month ago

    Pretoria, South Africa Performability Recruitment Full time

    Purpose of the roleProvide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administrationMinimum skills and knowledge requiredMatric and minimum 8 (eight) years practical experience in administration, preferably in the legal or...

  • Fiduciary Assistant

    4 weeks ago

    Pretoria, South Africa Performability Recruitment Full time

    Purpose of the roleProvide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administrationMinimum skills and knowledge requiredMatric and minimum 8 (eight) years practical experience in administration, preferably in the legal or...

  • Fiduciary Assistant

    5 days ago

    Pretoria, South Africa Performability Recruitment Full time

    Purpose of the role Provide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administration Minimum skills and knowledge required Matric and minimum 8 (eight) years practical experience in administration, preferably in the legal...

  • Trust and Wills Administrative Assistant

    3 weeks ago

    Pretoria, South Africa PSG Wealth Distribution Full time

    Be part of a dynamic, passionate, client interfacing company. We are looking for an eager Estate-, Trust-, and Wills Administrator Assistant to join PSG Trust (Pty) Ltd. This individual will assist the PSG Trust team winding up of deceased estates, trust administration and wills drafting. **Key responsibilities**: - To provide administrative service...

  • Wills Drafter

    2 weeks ago

    Pretoria, South Africa Moving Heads Personnel Full time

    **Wills Drafter & Safe Custody Administrator** **Pretoria** - Draft Wills for clients and prospects under instruction. - Assist with the correct execution of Wills, follow up on the execution of Wills drafted and check signed Wills to ensure they are validly executed. - Lodge original Wills and other original documents in safe custody. - Maintain safe...

  • Trust Administrator

    4 weeks ago

    Pretoria, South Africa Perfect Placement Recruitment Full time

    Our client has an Fiduciary firm in Montana and is looking for a Trust Administrator to join their team. Area: Montana (Pretoria) **Salary**: Between R14 000 and R17 000 (depending on experience and qualifications) **Requirements**: - Must be fully bi-lingual; - Must have +- 3 years experience as a Trust administrator; - Must have own reliable...

  • Assistant to Estate Officer

    4 weeks ago

    Pretoria, South Africa Perfect Placement Recruitment Full time

    Our client is URGENTLY looking for an Assistant to Estate Officer Administrator/ Fiduciary Specialist. Our clients company specializes in the administration of deceased estates._ **Title**:Assistant to Estate Officer position **Area**: Montana (Pretoria - North) **Salary**: R10 000- R15 000 (Depending on Experience and Skills) **Appointment type**:...

  • Executive Director

    2 weeks ago

    Pretoria, South Africa University of Pretoria Full time

    RESPONSIBILITIES: The Executive Director-Finance and Business Initiatives main responsibilities will be to: **Strategic Management** - Formulate the University’s financial goals and strategies for approval by the Vice-Chancellor and Principal, as well as for the successful execution and implementation of the strategic initiatives to achieve the University...

  • Board Secretary and Legal Advisor

    4 weeks ago

    Pretoria, South Africa Prebless Group Full time

    **Job Overview**: **Date Posted**: Posted 10 hours ago- **Location**: Pretoria, Gauteng- **Job Title**: Board Secretary and Legal Advisor- **Salary**: R85,000 - R95,000- **Education Level**: Bachelors Degree- **Job Level**: Executive- **Minimum Experience**: 10 - 15 Years**Board Secretary and Legal Advisor - Pretoria.**: The Board Secretary and Legal Advisor...

  • Specialist Estate Administrator

    2 weeks ago

    Pretoria, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...