Trust and Wills Administrative Assistant

3 weeks ago

Pretoria, South Africa PSG Wealth Distribution Full time

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 offering in respect of deceased estates, trusts and wills to fiduciary advisors, clients, heirs of estates, trustees and all other related, interested parties.
- Various administrative-, servicing-, coordinating-, support and relationship management activities with the take on and administration of deceased estates, trusts and wills.

**Key activities**:

- Provide direct support to the fiduciary advisors with regards to the administration of estates-, trusts
- and wills.
- Have a good understanding of the fiduciary services environment and assist and attend to various aspects of such administration.
- Maintaining constant client contact in a friendly and sensitive manner.
- Communicating with personnel of the South Africa Revenue Services and auditors regarding income tax and estate duty matters in estates.
- Communication with and maintaining of good relations with personnel of the offices of the Master of the High Court.
- Liaising with service providers, attorneys, accountants, valuators, auctioneers and insurance companies to ensure prompt and efficient finalization of an estate.
- Preparing draft letters, transfer
- and other relevant forms for signature by the fiduciary advisors.
- Preparing various estate
- and trust forms and documents; arrange signatures and submissions to the Master of the High Court.
- Prepare meeting agendas and minutes and collate the meeting documents.
- Create and maintain physical and digital files and statistics.
- Assist with preparing, signing and filing of wills.
- Verifying bank account details of creditors, heirs and beneficiaries and loading of payments.
- Attending to the diarising of office files and following up on outstanding matters.
- Attending to enquiries from clients, colleagues and interested parties.
- Keeping of and maintaining a Trust
- and a Wills Register respectively.
- General administrative duties.

**Minimum qualifications and experience**:

- Grade 12 Certificate.
- Diploma in deceased estates administration (preferable).
- A Bachelor’s degree or equivalent or a legal qualification will be advantageous.
- Proven experience in a client focused fiduciary environment.
- Computer literacy: Word, Excel, PowerPoint.
- 2-3 Years’ experience in the administration of estates, trusts and wills.

**Competencies required**:

- Excellent written
- and verbal communication skills.
- Highly motivated, diligent and passionate about law in the fiduciary environment.
- Strong administrative skills and highly organised with a high level of client focus.
- Knowledge of sub-fiduciary disciplines will be an advantage: experience within the financial industry and/or a legal background will be advantageous.
- Computer literate in at least MS Word and MS Excel.
- Ability to work independently and systematically, using initiative and be able to work on several matters at a time.
- Ability to work accurately with attention to detail.
- Willingness to learn and become more efficient and effective towards responsibility.
- Punctuality.
- Commitment to offering the highest level of service to clients of the firm.
- Absolute confidential treatment of clients´ and firm´s affairs.

**Education**:

- Diploma (required)

**Experience**:

- Administration of Estates: 2 years (required)

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