Fiduciary Administrator

2 months ago


Parktown, South Africa PPS Recruitment Full time

**Job Advert Summary**:
The incumbent will provide administrative support to the fiduciary team

**Competencies**:

- Capture of Will Application information into an Excel spreadsheet
- Coordination of the Safe Custody of Wills and the lodgement thereof with our Safekeeping contractor
- Leads management and coordination
- Coordinate the signing of unsigned Wills and contacting clients in this regard
- Assisting with the setup of the administration functions within the Wills drafting area
- Assisting with the set-up of the administration functions within the Estates area
- Assisting our Fiduciary Administrators with general administration

**Minimum Requirements**:
**Education**:

- Matric with a qualification in administration or related field

**Experience**:

- 1-2 years administrative role
- Excellent computer literacy (MS Office - Outlook, Word & Excel)
- Good administrative skills

**Duties and Responsibilities**:
Key Accountabilities:

- Capture of Will Application information into an Excel spreadsheet
- Coordination of the Safe Custody of Wills and the lodgement thereof with our Safekeeping contractor
- Leads management and coordination
- Coordinate the signing of unsigned Wills and contacting clients in this regard
- Assisting with the setup of the administration functions within the Wills drafting area
- Assisting with the set-up of the administration functions within the Estates area
- Assisting our Fiduciary Administrators with general administration
- Manage and respond to all daily mail and correspondence



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