Admitted Attorney / Fiduciary Associate

RecruitMyMom; Sandton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial planning firm in Sandton is seeking a Fiduciary Associate to oversee estate administration and guide clients with care during significant life moments. The role involves drafting legal documents, managing deceased estates, and working closely with clients and stakeholders. The ideal candidate holds an LLB degree, is a qualified attorney in South Africa, and possesses strong organizational and communication skills. This full-time position offers a salary ranging from R40,000 to R50,000 per month, depending on experience.

Qualifications

• LLB degree and admitted attorney in South Africa.
• Proficient in Microsoft Office including Word, Excel, Outlook, and PowerPoint.
• Detail-oriented and able to navigate complex workflows.

Responsibilities

• Draft and review Wills and estate-related documents.
• Support clients through meetings with empathy.
• Manage deceased estates ensuring compliance and accuracy.
• Prepare and review key documentation including accounts and affidavits.
• Assist with trust administration and meet regulatory requirements.

Skills

Proficient in Microsoft Office

Estate administration software familiarity

Organizational skills

Empathy and professional communication

Education

LLB degree and admitted attorney

Tools

Microsoft Office

SharePoint

LegalEase

LexisNexis

Job description

Sandton, South Africa | Posted on 02/12/2025

• Salary R 40 000 - R 50 000 (negotiable based on experience)
• Remuneration Term Per Month
• Date Opened 02/12/2025
• State/Province Gauteng
• Country South Africa

Job Description

An established and up-market financial planning organisation is seeking a Fiduciary Associate who will guide clients through some of the most significant moments of their lives. You will draft and manage wills, oversee estate administration, support trusts, and ensure every legal and administrative step is handled with precision and care. This position is a full-time, in office role (Monday - Friday).

What you will do:

• Draft and review Wills, Living Wills, Letters of Wishes, and other estate-related documents.
• Support clients through meetings with empathy and clarity, providing guidance alongside the Director.
• Manage deceased estates from instruction to finalisation, ensuring all steps are compliant, accurate, and handled with care.
• Onboard clients and maintain professional communication with beneficiaries, executors, the Master’s Office, and other stakeholders.
• Prepare and review all key documentation including Liquidation and Distribution Accounts, affidavits, receipts, and final asset transfers.
• Assist with trust administration and ad hoc trust instructions while ensuring all legal and regulatory requirements are met.
• Contribute to improving processes, systems, and documentation to enhance efficiency and client experience.

Who you are:

• LLB degree and admitted attorney in South Africa.
• Proficient in Microsoft Office including Word, Excel, Outlook, and PowerPoint.
• SharePoint experience is advantageous.
• Familiarity with estate administration software such as LegalEase or LexisNexis is preferred.
• Exceptionally organised, detail-oriented, and able to navigate complex workflows with accuracy.
• Empathetic and professional, able to communicate with clients during sensitive matters with care and clarity.

If you are looking for a role where your expertise will have real impact, where your work will touch lives, and where you can grow within a team that values trust, excellence, and purpose, we would love to hear from you.