Fiduciary Specialist

4 weeks ago

Johannesburg, South Africa Perfect Placement Recruitment Full time

**Our client has an Fiduciary firm in Montana and is looking for a Fiduciary Specialist to join their team.**

**Area**:Offices based in Montana (Pretoria), and Bryanston (Johannesburg). Remote/Hybrid option also available.

**Salary**: Market related (depending on experience and qualifications)

**Closing date**: End Dec 2023

**Requirements**:

- Proficient in English;
- Experience in the legal and fiduciary industry
- accounting will be a bonus;
- Must have own reliable transport;
- Qualifications will be beneficial;
- Strong self discipline to be able to work remotely;
- Experience working with Private and High Net worth clients;
- Strong Interpersonal skills;
- Well presented;
- Experience in drafting.

**Duties**:

- To provide professional, consistent end-to-end fiduciary administrative and support services to an allocated portfolio of the Company’s fiduciary clients;
- Drafting of fiduciary related documents;
- To build and maintain strong client service relationships to enhance, retain and grow the Company’s business;
- To perform various administrative, servicing, coordinating, support and relationship engagement activities;
- To assist with the take-on, administration and on-going servicing of Clients, whether trusts or private client’s affairs, working closely with and supporting other team members within the Company and its Affiliated Companies;
- To ensure that the clients trusts function properly and that the client trust deed provisions are accurately observed and adhered to;
- To fulfil and comply with fiduciary duties;
- To attend client meetings, both trust clients and individual clients;
- To take responsibility for payments from client bank accounts;
- To develop and maintain sound relationships with co-advisors, both internal or external;
- To liaise and communicate effectively and professionally on all client and operations issues, both internally and externally;
- To follow the Company’s processes and procedures, working according to set quality standards and keeping to agreed turn-around times;
- To provide quality input on opportunities and potential threats/risks to the Company’s trust and fiduciary services business unit;
- To meet personal and team key performance targets;
- To assist with or take responsibility for internal projects as they arise;
- To provide team support to all areas within the Company’s business.

1. That you have no objection to us retaining your personal information in our database for future matching/ POPI Policy.
2. Due to the nature of the position, that we can do an ITC check if our client is interested in your CV.
3. That the information you have provided to us is true, correct, and up to date.

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