Fiduciary Assistant

Recruiter:

The Recruitment Council

Job Ref:

Fiduciary Assistant

Date posted:

Wednesday, September 3, 2025

Location:

sandton, Gauteng, South Africa

Salary:

R350 000

SUMMARY:
Fiduciary assistant

POSITION INFO:

Key Responsibilities

Administrative Management: Proactively manage client files, follow up on signed documents, and prepare for and manage internal and external meetings.
Billing and Compliance: Handle billing using the fiduciary services model, manage debt collection, and ensure all processes adhere to data security and FICA/FAIS compliance requirements.
Trust Administration: Prepare for and attend annual general meetings (AGMs), manage trust bank accounts and reconciliations, and draft essential trust documents. You''ll also work with accountants to ensure the timely preparation of financial statements and tax returns.
Knowledge and Growth: Attend team meetings, suggest process improvements, and stay current on developments in estate planning and related laws.

Qualifications and Competencies

Minimum of eight years of practical experience in administration, with a preference for legal or fiduciary backgrounds.
Knowledge and experience that would allow you to pursue a FISA certification (Trust Administrator or Senior Trust Administrator) or a relevant tertiary qualification is a plus.
Proficiency in Microsoft packages, especially Outlook, Word, and Excel.
Excellent communication skills, both verbal and written, with a strong ability to build relationships.
A self-motivated, detail-oriented professional who can manage a heavy workload in a fast-paced environment and meet deadlines.
The highest degree of honesty, integrity, and accountability.
A client-service-oriented and pragmatic problem-solving approach.

Similar jobs you might be interested in:

Domino Administrator
Location: Johannesburg
Salary:
Looking for a Domino administrator/HCL Notes Domino administrator In Johannesburg area.
1 day ago

Product Owner
Location: Johannesburg
Salary:
Our client, a leading organisation in the payment solutions industry, is seeking an experienced Product Owner to lead a high-impact CRM consolidation and migration project. This role offers the opportunity to shape the CRM strategy, drive innovation, and ensure seamless migration while enabling data-driven business growth.
2 days ago

Fiduciary Assistant
Location: Sandton, Gauteng
Salary: R350 000
Fiduciary assistant
2 days ago

Senior Manager Data Centre Infrastructure
Location: Johannesburg
Salary: negotiable
Senior Manager Data Centre Infrastructure
3 days ago

IT Systems Engineer
Location: Johannesburg
Salary:
3 days ago

MIS Administrator Technician
Location: Germiston
Salary:
MIS administrator Technician based in Germiston, Johannesburg. You must have automation experience and a background as an IT/OT or systems administrator, with strong development and programming skills. Proficiency in SCADA, SQL, and VB.Net is needed, along with a Diploma, BSc, or BA in Information Technology/Computer Science and an MCSA certification
4 days ago

ð« Network Administrators [CCNA, ACSA, Fortigate]
Location: Johannesburg
Salary:
Are you a tech-savvy problem solver with a passion for building and maintaining robust network systems? We’re looking for a dynamic and experienced Network administrators to join our client's innovative IT team in the Insurance sector - East Rand
8 days ago

Payroll Specialist -VIP
Location: Sandton
Salary: 240000 Annually
Our client in the security field, is seeking an Payroll administrator with proven experience in managing large-scale payrolls to join their finance team. This role requires hands-on expertise with VIP Payroll and the ability to handle wages for up to 1,200 employees efficiently and accurately.
8 days ago

Intermediate F5 Engineer - Contract - Onsite
Location: Johannesburg
Salary: R500 - 560 per hour
Intermeidate F5 Engineer
10 days ago

Senior F5 Engineer - Contract - Onsite
Location: Johannesburg
Salary: R650 - 730 per hour
Senior F5 Engineer
10 days ago