Fiduciary Specialist

2 months ago

stellenbosch Western Cape, South Africa The Recruitment Council Full time
Job Summary:

We are seeking a highly skilled and dedicated Fiduciary Specialist to join our team. The successful candidate will play a key role in providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. This includes estate planning, trust administration, will drafting, and acting as executor for client estates. The Fiduciary Specialist will work closely with clients to deliver bespoke, independent advice and ensure all fiduciary responsibilities are met in compliance with legal and tax requirements.

Key Responsibilities:
  • Advise clients on the establishment and structuring of new trusts, ensuring compliance with legal and administrative requirements.
  • Manage the ongoing administration of trusts, working closely with fiduciary administrators to ensure proper governance and compliance.
  • Develop and draft personalized wills and estate plans for clients, offering strategic advice tailored to their specific needs.
  • Act as the executor of estates, coordinating the estate administration process and liaising with the relevant teams for smooth execution.
  • Build and maintain strong relationships with clients, providing ongoing fiduciary advisory services.
  • Stay informed on the latest legislative and regulatory developments in trust and estate planning to ensure best practices are followed.
Key Requirements:
  • Essential: LLB degree or other relevant academic qualification.
  • Advantageous: A tax qualification and/or FPSA designation (or the ability to obtain it).
  • Minimum 5 years experience in the fiduciary industry, with a proven track record in estate planning and trust management.
  • Familiarity with company administration is a plus.
  • Strong organizational and time-management skills, with the ability to manage multiple client portfolios simultaneously.
  • Exceptional communication skills, both written and verbal, with the ability to explain complex legal concepts to clients in an understandable way.
  • A client-centric approach with a strong service orientation and proactive attitude.
  • Ability to work independently while also collaborating effectively as part of a team.
Personal Attributes:
  • Strong attention to detail and problem-solving skills.
  • Adaptability to changing environments and client needs.
  • Ability to prioritize tasks and meet deadlines in a fast-paced environment.
  • A strong sense of integrity, professionalism, and ethical standards.

  • Fiduciary Specialist

    2 months ago

    Stellenbosch, South Africa The Recruitment Council Full time

    Job Summary:We are seeking a highly skilled and dedicated Fiduciary Specialist to join our team. The successful candidate will play a key role in providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. This includes estate planning, trust administration, will drafting, and acting as executor for client...

  • Fiduciary Specialist Lead

    3 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job DescriptionWe are seeking a highly skilled Fiduciary Specialist to provide comprehensive fiduciary services to high-net-worth individuals, families, and institutions. The successful candidate will play a key role in estate planning, trust administration, will drafting, and acting as executor for client estates.Key Responsibilities:Advise clients on the...

  • Fiduciary Specialist | Stellenbosch

    1 month ago

    Stellenbosch, South Africa The Recruitment Council Full time

    Our client is a leading provider of investment, wealth, and estate planning services tailored to high-net-worth individuals, families, select institutions, and charities. They are seeking a knowledgeable Fiduciary Specialist to join their team. The role involves delivering expert fiduciary advice and services, including trust administration, wills drafting,...

  • Fiduciary Services Expert

    2 months ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job Summary:We are looking for a highly skilled Fiduciary Specialist to provide comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. The successful candidate will be responsible for estate planning, trust administration, and will drafting, ensuring all fiduciary responsibilities are met in compliance with legal...

  • Fiduciary Asset Management Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa TalentCru Full time

    About the RoleTalentCru is seeking a highly skilled Fiduciary Asset Management Specialist to join our team. As a key member of our fiduciary asset management team, you will be responsible for providing exceptional client service and ensuring smooth operational processes for client accounts.The ideal candidate will have a strong background in asset management...

  • Estate Planning Specialist

    3 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job Summary: The Recruitment Council is seeking an experienced Estate Planning Specialist to join our team. The ideal candidate will have a minimum of 5 years' experience in the fiduciary industry, with a proven track record in estate planning and trust management. Responsibilities:Establish and manage new trusts, ensuring compliance with legal and...

  • Estate Planning Specialist

    3 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    About The Role:The Recruitment Council seeks a talented Estate Planning Specialist to provide expert fiduciary services to high-net-worth individuals, families, and select institutions. As a trusted advisor, you will develop and execute comprehensive estate plans, manage trust administrations, and provide strategic guidance on will drafting and estate...

  • Fiduciary Portfolio Oversight Specialist

    6 months ago

    Cape Town, South Africa FirstRand Full time

    Job Description To perform the trustee oversight functions in respect of a Collective Investment scheme in order to protect the unit holders - Deliver against operational and cost targets. - Prioritize resource allocation to minimize and reduce wastage. - Monitor costs for the financial year according to the operational plan. - Allocates and approves...

  • Trust Administration Expert

    3 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Role OverviewWe are seeking a highly skilled and dedicated Fiduciary Specialist to join our wealth management team. As a key member of the team, you will be responsible for providing comprehensive fiduciary services to high-net-worth individuals, families, and institutions.Key Responsibilities:Providing expert advice on trust and estate planning, including...

  • Wealth Management Advisor

    3 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    About the RoleThe Recruitment Council is seeking an experienced Fiduciary Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing comprehensive fiduciary services to high-net-worth individuals, families, and institutions.Responsibilities:Providing expert advice on trust and estate planning, including...

  • Estate Planning Expert

    3 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Estate Planning OpportunityWe are seeking a Trust Management Specialist to provide expert fiduciary services to high-net-worth individuals, families, and select institutions. The successful candidate will play a key role in estate planning, trust administration, and acting as executor for client estates.Key ResponsibilitiesEnsure compliance with legal...

  • Trust Management Specialist

    3 weeks ago

    Stellenbosch, Western Cape, South Africa The Recruitment Council Full time

    Job DescriptionThe Recruitment Council is seeking an Estate Planning Expert to join our team. The successful candidate will be responsible for providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions.ResponsibilitiesEstablish and structure new trusts, ensuring compliance with legal requirements.Manage...

  • Legal Secretary

    6 months ago

    Stellenbosch, Western Cape, South Africa Vine Full time

    Our client a Legan company in Stellenbosch is looking for a Legal Administrator to start as soon as possible. **Requirements**: - Min 2 years’ experience as a secretary/paralegal/legal admin assistant within a legal practice or related industry - Experience with trust and commercial law will be an advantage - FAIS and FICA compliance - High level of...

  • Junior Legal Administrator

    7 months ago

    Stellenbosch, South Africa Merand Corbett & Associates Full time

    Western Cape, Stellenbosch Junior Legal Administrator required to start as soon as possible. Minimum requirements: - Min 2 years’ experience as a secretary/paralegal/legal admin assistant within a legal practice or related industry - Experience with trust and commercial law will be an advantage - FAIS and FICA compliance - Assist with setup of trusts...

  • Reconciliation Administrator

    7 days ago

    Cape Town, South Africa A 1L Realization (Pty) Ltd Full time

    This role exists to provide a service to Fiduciary Services by creating a book of record in order for Fiduciary Services to ensure that as Trustees, we are performing our oversight function as required by CISCA. This individual is responsible to deliver as per the SLA with Fiduciary Services and Clients for the reconciliation process (cash reconciliation,...

  • Fiduciary Specialist Ii

    7 months ago

    Cape Town, South Africa FirstRand Full time

    Job Description To provide a holistic, customised legacy planning and business structuring solutions / advice across jurisdictions to clients to optimise their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing - Build and maintain an effective network and pipeline for further expansion of...

  • Trust Specialist

    6 months ago

    Cape Town, South Africa Nedbank Full time

    **Job Classification** - Job Family- Sales and Services - Career Stream- Fiduciary - Leadership Pipeline- Manage Self: Professional - FAIS Affected**Job Purpose** - To deliver Trust, Accounting and Taxation services through enabling others, by serving as Nominee/Corporate Trustee and Trust Practitioner to clients in line with Nedbank and Nedgroup Trust...

  • Estates Administrator

    6 months ago

    Cape Town, South Africa FirstRand Full time

    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 1965 and other applicable legislation - Hello Estate Administrator - Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

  • Estates Administrator

    7 months ago

    Cape Town, South Africa FirstRand Full time

    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 1965 and other applicable legislation - Assess own performance, seek timely and clear feedback and request training where appropriate - Build and...

  • Advice Governance Specialist

    2 months ago

    Cape Town, South Africa Nedbank Full time

    **Job Classification** **Requisition** - 136553 - Melissa Cloete**Cluster** - Nedbank Wealth Cluster, Wealth Management SA Division - Advice and Philanthropy**Location** - Cape Town or Johannesburg (Hybrid)**Closing Date** - 6 November 2024**Please Note: Preference will be given to Applicants from Underrepresented Groups** - Job Family- Sales and Services -...