Fiduciary Services Manager

3 weeks ago

Stellenbosch, Western Cape, South Africa The Recruitment Council Full time
Job Summary:

We are seeking a highly skilled Fiduciary Services Manager to join The Recruitment Council. The successful candidate will play a key role in providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. This includes estate planning, trust administration, will drafting, and acting as executor for client estates. The ideal candidate will work closely with clients to deliver bespoke, independent advice and ensure all fiduciary responsibilities are met in compliance with legal and tax requirements.

About the Role:
  • Advise clients on the establishment and structuring of new trusts, ensuring compliance with legal and administrative requirements.
  • Manage the ongoing administration of trusts, working closely with fiduciary administrators to ensure proper governance and compliance.
  • Develop and draft personalized wills and estate plans for clients, offering strategic advice tailored to their specific needs.
  • Act as the executor of estates, coordinating the estate administration process and liaising with the relevant teams for smooth execution.
Key Requirements:
  • Essential: LLB degree or other relevant academic qualification.
  • Advantageous: A tax qualification and/or FPSA designation (or the ability to obtain it).
  • Minimum 5 years experience in the fiduciary industry, with a proven track record in estate planning and trust management.
  • Familiarity with company administration is a plus.
  • Strong organizational and time-management skills, with the ability to manage multiple client portfolios simultaneously.
  • Exceptional communication skills, both written and verbal, with the ability to explain complex legal concepts to clients in an understandable way.
  • A client-centric approach with a strong service orientation and proactive attitude.
  • Ability to work independently while also collaborating effectively as part of a team.
Personal Attributes:
  • Strong attention to detail and problem-solving skills.
  • Adaptability to changing environments and client needs.
  • Ability to prioritize tasks and meet deadlines in a fast-paced environment.
  • A strong sense of integrity, professionalism, and ethical standards.

Estimated Salary: $120,000 - $180,000 per annum, depending on experience.

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