Fiduciary Support Specialist

2 weeks ago

Sandton, South Africa HR Genie Full time
About the Role

We are seeking a highly skilled and detail-oriented Fiduciary Support Specialist to join our team at HR Genie. This role offers an exciting opportunity to support both the Trust team and the Legal Advisor in managing Fiduciary transactions while providing comprehensive administrative assistance.

Key Responsibilities:
  • Administrative Support: Deliver high-level secretarial and administrative support to Trustees and the Legal Advisor specialising in Fiduciary services
  • CORRESPONDENCE AND DOCUMENTATION: Prepare, proofread, and manage legal correspondence, opinions, and documentation related to Fiduciary services and Legal
  • Communication: Communicate with clients, conveyancers, external counsel, and other stakeholders to ensure smooth transaction progress
  • Meeting Coordination: Attend client and internal meetings, taking minutes and notes as required
  • Fiduciary Duties: Assisting the appointed Trustees in carrying out their fiduciary duties
  • Due Diligence: Perform due diligence and ensure regulatory compliance throughout conveyancing and litigation processes
  • Financial Transactions: Verify and facilitate payments for invoices
  • Filing and Administration: Maintain an organised filing system that adheres to internal and external regulations
  • General Office Tasks: Carry out general office tasks such as filing, photocopying, and scanning
  • Confidentiality: Uphold confidentiality and adhere to legal, regulatory, and company standards at all times
  • Team Collaboration: Assist colleagues in the fiduciary or legal departments as needed to balance workloads
Requirements:
  • Qualifications: Matric certificate (essential)
  • Certifications: Legal qualifications or relevant certifications (advantageous)
Experience:
  • Proven Experience: At least 5 years' proven experience as a Legal Assistant, Legal Secretary, or Paralegal
  • Trusts and Conveyancing: Strong understanding of trusts, conveyancing and litigation processes
  • Legal or Financial Services: Experience in a legal or financial services environment (preferred)
Skills and Competencies:
  • Technical Skills: Proficiency in Microsoft Office, particularly MS Word, including advanced formatting skills (e.g., track changes, cross-references, footnotes, and comments)
  • Organisational Skills: Exceptional organisational skills with high attention to detail and accuracy
  • Communication Skills: Excellent written and verbal communication skills
  • Time Management: Ability to work effectively under pressure and meet deadlines
  • Problem-Solving: A proactive, solution-focused approach with the ability to work independently and as part of a team

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