Fiduciary Specialist Assistant

SUMMARY:
Our client is a leading provider, amongst other, of fiduciary services, dedicated to offering comprehensive trust management solutions. They pride themselves on their commitment to excellence and their ability to meet the unique needs of their clients. They are looking for a Fiduciary Specialist Assistant to join their team.

POSITION INFO:
Job Title: Fiduciary Specialist Assistant
Location: Montana, Pretoria
Salary: R15 000 - R20 000 - Depending on experience and qualifications
Vacancy Type: Full-Time
Closing date: End Sept 2024

 Non- negotiable qualifications and experience required:

- Prior experience in fiduciary services or a related field is compulsory and/or;
- Minimum of 2 years of experience in a similar role


Beneficial requirements:

- Strong attention to detail and organisational skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Candidates with at least one of the following qualifications are preferred, though not mandatory:
▪ LLB (Bachelor of Laws)
▪ BCom Law (Bachelor of Commerce in Law)
▪ BCom Accounting (Bachelor of Commerce in Accounting)
▪ Estate Administration Qualification
- Excellently proficient in MS Word and Excel. 
- Strong analytical and problem-solving skills.
- Ability to handle confidential information with discretion.
- Excellent time management and multitasking abilities.
- Must be fully versed in Afrikaans and English. Read, write and speak.

Duties and responsibilities:
- Collect and verify information from clients.
- Draft and submit documents for trust registrations and amendments.
- Prepare replacement deeds and handle registration of trusts.
- Monthly administration and management of both Inter Vivos and Testamentary trusts.
- Ensure compliance with all relevant regulations and standards.
- Draft Trust documentation (general/basic documents, not technical).
- Draft necessary documentation to set up payments from Trust accounts.
- Follow up with clients regarding outstanding information/documentation.
- Manage diaries, set up meetings, prepare agendas and meeting packs, and draft minutes.
- Ensure compliance with onboarding of clients, including FIC and UN searches.
- Keep files (electronic or hard copy) up to date.
- Draft necessary documentation and load UBO registers on the Master of the High Court’s 
Portal.
- Keep the database up to date.
- Liaise with the Master’s Office/Master correspondent


By submitting your information and application you hereby confirm:
1. That you have no objection to us retaining your personal information in our database for future matching/ POPI Policy.
2. Due to the nature of the position, that we can do an ITC check if our client is interested in your CV.
3. That the information you have provided to us is true, correct, and up to date.

PLEASE NOTE:
Correspondence will only be conducted with shortlisted candidates. Should you not hear from us within 30 days, please consider your application unsuccessful.