Fiduciary Assistant

1 month ago


Pretoria, South Africa Performability Recruitment Full time

Purpose of the role

Provide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administration

Minimum skills and knowledge required

  • Matric and minimum 8 (eight) years practical experience in administration, preferably in the legal or fiduciary field.
  • The knowledge and experience to attain a FISA certification of Trust Administrator or Senior Trust Administrator or a relevant tertiary qualification /certificate will be an added advantage
  • All aspects relating to estate planning for high-net-worth individuals, including Wills and Trust administration and governance processes
  • Keeping abreast of current trends and changes in the laws affecting estate planning and the industry locally and to some extent internationally
  • Fiduciary and other local compliance requirements (Master of the Hight Court | SARS | FICA | FAIS | FATCA | exchange control)

Responsibilities | Skills

General administration practice management.

Compliance and data integrity and security.

Trust administration

Knowledge and knowledge sharing

General

Technology exposure

  • Microsoft packages, Outlook, Word and Excel in particular.
  • The ability to learn new systems with confidence

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