Fiduciary Specialist

Fiduciary AssistantLocation: SandtonJob Type: Full-TimeJob Description:Our client, a leading wealth management firm, is seeking a Fiduciary Assistant to provide comprehensive administrative support to their Fiduciary Specialists. The ideal candidate will be a proactive, detail-oriented, and client-focused individual with a strong background in...

KEY RELATIONS Our clients and leads Wealth Advisors and Assistants Fiduciary Specialists and Assistants Managing Director, Fiduciary QUALIFICATION AND EXPERIENCE Matric and minimum 8 (eight) years practical experience in administration, preferably in the legal or fiduciary field. The knowledge and experience to attain a FISA certification of Trust...

About us, purpose, experience and qualifications **about us**: **purpose**: - To perform the detailed oversight of the administration and conduct of the collective investment scheme (management company) thereby ensuring safekeeping of the unit holders (investor), referred to as the portfolio assets and in compliance with the act, deed and subordinate...

A fiduciary services company in Johannesburg is looking for an experienced Fiduciary Specialist. This full-time position focuses on enhancing offerings through training and support for distribution channels. The ideal candidate will have over five years of experience in Fiduciary Services, particularly in trust and estate planning, and will be responsible...

A fiduciary services company in Johannesburg is seeking a Fiduciary Specialist to enhance offerings through training and support to distribution channels. The ideal candidate will have a strong background in Fiduciary Services, particularly in trust and estate planning, with at least 5 years of experience. This full-time position offers the opportunity to...

A leading fiduciary services provider in Johannesburg is seeking an experienced administrator with over 8 years in the field. The role requires expertise in managing trust administration processes, compliance with fiduciary regulations, and strong client management abilities. The ideal candidate must have Matric and relevant experience, with preference for...

Job DescriptionTo provide a holistic, customised legacy planning solution / advice to clients in order to optimize their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing.Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer...

Job Purpose The Specialist: Collective Investment Scheme (CIS) Compliance is responsible for overseeing and ensuring the compliance with all regulatory and fiduciary obligations under the applicable CIS Pension Fund and Companies Act legislation. This role ensures that all Funds are monitored and reviewed in accordance with applicable laws, trust deeds, and...

An Exciting Opportunity for an Experienced Wealth AdvisorA leading financial institution is seeking a highly skilled and passionate Private Wealth Advisor to join its dynamic team of professionals. This role is tailored for a driven individual who thrives on building long-term relationships with high-net-worth clients and delivering bespoke wealth management...

Job Details Location: Johannesburg Full Time Posted Today End Date: November 13 Job Requisition ID: R Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of ... and other applicable legislation. Hello...