Wealth Fiduciary Adviser Umhlanga, Gauteng

2 weeks ago

Umhlanga, South Africa PSG Konsult Ltd. Full time

**Designation**:

Wealth Fiduciary Adviser | Umhlanga, Gauteng

**Category**:

Advisers

**Job Level**:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

PSG Konsult

**Posted on**:

05 May 2023

**Reference Number**:

PSG-DW-VAC0163

**Closing date**:

30 Jun 2023

**Position Type**:

Permanent

**Location**:

Umhlanga Portfolio M

**Overview**:
**VACANCY | WEALTH FIDUCIARY ADVISER | CONSTANTIA, CAPE TOWN | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**:
Be part of a dynamic, passionate, client interfacing company. We are looking for an experienced fiduciary administrator / specialist to join PSG Trust (Pty) Ltd. This individual will be part of the PSG Trust fiduciary team attending to winding up of deceased estates, trust administration and wills drafting with a reference to estate planning.

**Responsibilities**:

- To provide a specialist service offering in respect of deceased estates, trusts and wills.
- Independent administration and responsibility for deceased estates and trusts in terms of current legislation, including the administration of complex estates.
- Drafting Liquidation and Distribution Accounts, reconciliation
- and trust administration statements.
- Drafting and interpretation of wills taking into consideration applicable estate planning consequences.
- Drafting of legal documents relating to deceased estates
- and trust administration.
- Maintaining client contact in a friendly and sensitive manner and furnishing regular progress reports to heirs, beneficiaries and other interested parties.
- Attend to fiduciary related queries from clients and colleagues.
- Communication with various service providers and stakeholders to ensure prompt and efficient finalization of an estate and of the ongoing trust administration.
- Arranging and attending trustee meetings; accept responsibilities i.t.o. legislation and trust deeds.
- Keeping monthly
- and annual statistics.
- Ensuring record keeping is meticulously maintained.
- Debiting of fees.

***Minimum requirements**:

- A Bachelor’s degree or equivalent or a legal qualification.
- Proven practical experience in the fiduciary environment, i.e. at least 5-7 years’ experience in the administration of estates, trusts and wills, including more complex estates

***Competencies required**:

- Excellent listening, communication and interpersonal skills.
- Ability to work independently; to work accurately with attention to detail.
- Pro active approach to work, clients and problem solving.
- Taking ownership (accountability) for own work and related responsibilities.
- Commitment to offering the highest level of service to clients of the firm and the absolute confidential treatment of clients´ and firm´s affairs.
- Adherence to professional standards and ethical behaviour.

**How to apply**:

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