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Fiduciary Assistant
1 month ago
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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