Fiduciary Assistant

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...

Job Description:The successful candidate will provide end-to-end fiduciary support and administration for clients. This includes building and maintaining client relationships, assisting with trust administration, and ensuring compliance with trust deeds and fiduciary duties.In addition, the Trust Administrator will be responsible for handling client...

**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...

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...

Duties & ResponsibilitiesAssist 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 custody records.Maintain and update the Wills templates/precedents, under supervision of the template...

Our client strives for effective delivery of specialized services and advice to clients in the fiduciary services sector (estates, trusts, wills) with the aim of optimal and realizable results, while the highest standards of integrity and professionalism are maintained. They seek a Junior Assistant - Tax & Accounting to join their team.Job Title:Junior...

Join to apply for the Talent Pool Legal Advisor MMH-11 role at Guardrisk.Role PurposeProvide specialist legal advice to ensure legal soundness of operations and effective execution of commercial transactions across the business.RequirementsRelevant Law degree (essential)Postgraduate Diploma in Financial Planning (essential)FAIS Compliant (RE 1 and RE5...

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**:...

Job Summary:We are seeking a highly skilled Tax Compliance Officer to join our team at Bga Recruitment. As a key member of our tax and exchange control team, you will be responsible for ensuring compliance with regulatory requirements and providing excellent client service.Key Responsibilities:Assisting clients with SARS Tax Clearance...

Our client specializes in the following: Succession Planning, Trust Services, Wills and Estate Services, Advisory Services, Family Governance, Accounting Services, and Company Services.They are looking for a Junior and Senior Trust Administrator to join their team.Job Title:Trust Administrator (Jnr + Snr)Location:Sandton - BryanstonSalary:R15 - R35 depending...

-Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect...

Company : MarshDescription: We are seeking a talented individual to join our SA Controllership division in the Finance department at Marsh.This role will be based in Sandton, hybrid and has a requirement of working at least three days a week in the office. The Senior Assistant Controller role (SAC) is part of the Controllership team committed to giving...

Office location : Johannesburg (Bedfordview)Job Description:Preparation and compilation of SARS Tax Clearance documentsAssistance with verifying Tax Compliance of clientsRelationship management with external Tax Practitioner on SARS Tax Clearance submissionsWorking within a tax and exchange control team to efficiently deal directly with client queriesThese...

About the company:We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally.About the role:We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share a passion for service excellence to join our...

Job Summary To provide governance and company secretariat functions to the organisation and render an effective one stop service to the Board and all Board committees. Duties And Responsibilities - Providing the Board members with guidance to discharge their fiduciary duties and responsibilities in the best interest of the organisation - Ensure that the...

Our client strives for effective delivery of specialized services and advice to clients in the fiduciary services sector (estates, trusts, wills) with the aim of optimal and realizable results, while the highest standards of integrity and professionalism are maintained. They seek an Accountant / Tax Practitioner to join their team.Job Title : Accountant /...

Minimum Requirements:Bachelor of Law Degree (LLB / BCom)Admitted Attorney of the High Court (desirable)4 Years post article experienceRequired Skills and Knowledge:Commercial law application in a PTY Ltd CompanyCompliance to the Companies Act (and fiduciary requirements in terms of applicable legislation)Industrial RelationsContracts and agreements (contract...

Admitted Attorney of the High Court (desirable)Required Skills and Knowledge:Commercial law application in a PTY Ltd CompanyCompliance to the Companies Act (and fiduciary requirements in terms of applicable legislation)Industrial RelationsContracts and agreements (contract law)Excellent English writing skillsDrafting of contracts and agreementsDrafting of...

Remote Working: 2 days work-from-home in line with Company Policy (only applicable after probation is successfully passed).Job Purpose:Provide legal advisory services and support to the business, by providing effective and efficient 1st line of defense and business assurance support, with accurate and strategically smart commercial/legal advice. In doing so,...

Job Purpose:To support the Wealth Management SA (WMSA) business in identifying opportunities for different segments, and work to use identified insights to design compelling, disruptive and commercially viable Client Value Propositions for the Advice and Philanthropy (Giving) offering. We are looking for individuals who thrive in a fast-paced and constantly...