SUMMARY:
Fiduciary Assistant | Sandton
POSITION INFO:
Fiduciary Assistant
Location: Sandton
Job Type: Full-Time
Job Description:
Our client, a leading wealth management firm, is seeking a Fiduciary Assistant to provide comprehensive administrative support to their Fiduciary Specialists. The ideal candidate will be a proactive, detail-oriented, and client-focused individual with a strong background in administration, preferably within the legal or fiduciary field.
Key Responsibilities:
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General Administration: Manage client files, prepare documentation, and handle diary management for the Fiduciary Specialists. This includes following up with clients on the signing of Wills and trust documents, and assisting with progress reports.
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Billing and Compliance: Bill clients according to the fiduciary services model, manage debt collection, and ensure compliance with FICA and FAIS regulations on trust bank accounts. The role also involves maintaining hard files and scanning all documents into the Tyrus system.
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Trust Administration: Assist with trust administration tasks such as preparing for AGMs, managing trust bank accounts and reconciliations, and preparing basic trust documents like resolutions and donation agreements. This also includes liaising with accountants for financial statements and tax returns, and with the Master''s office for document follow-up.
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Knowledge and Growth: Attend and participate in team meetings, stay informed on developments in the field, and engage in continuous personal and professional development. You will also be expected to share knowledge with colleagues.
Qualifications and Experience:
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Matriculation certificate and a minimum of 8 years of practical experience in an administrative role, with a preference for experience in the legal or fiduciary sector.
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The ability and experience to obtain a FISA certification (Trust Administrator or Senior Trust Administrator) or a relevant tertiary qualification is a strong advantage.
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Proficiency in Microsoft packages, particularly Outlook, Word, and Excel, and the ability to confidently learn new systems.
Competencies and Personal Characteristics:
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Excellent verbal and written communication skills.
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Strong organizational skills, attention to detail, and time management abilities.
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Client-service oriented with excellent relationship-building skills.
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Highly self-motivated, proactive, and able to work both independently and as part of a team.
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Honesty, integrity, and a respect for the confidentiality of client affairs are essential.
How to Apply:
If you are a motivated professional with a passion for the fiduciary industry, please send your resume and a cover letter to
