Estate & Fiduciary Administration Specialist

JVR Software; Pretoria; On-site; ZAR 240,000 - 360,000; Full time

Job summary

JVR Software invites applications for a Fiduciary Administration Assistant in the financial services space. The role supports succession matters, estate documentation and regulatory compliance in a confidential, client-facing environment.

You will coordinate document collection, manage Lexis uploads, and assist with FICA/POPIA compliance. Strong MS Office skills and clear communication with advisers and families are essential.

Qualifications

• 2+ years of administrative experience in professional services.
• Experience handling confidential documents and document control procedures.
• Experience maintaining registers, archives or secure filing systems.
• Exposure to fiduciary, financial services or legal environments.
• Familiarity with estates, trusts or probate documents.
• Basic FICA administration knowledge.

Responsibilities

• Document Collection & Follow-up (Succession Desk) – obtain outstanding documents from heirs and advisers.
• File Administration & Lexis Uploads – upload and categorize documents per conventions.
• FICA & Compliance Support – gather identification records and maintain compliance registers.
• Communication Support – send onboarding communications and schedule reminders.
• Workflow Administration – update case statuses and prepare management reports.
• General Administrative Support – manage Wills Bank docs and governance protocols.

Skills

Administrative experience

Confidential documents handling

Document control procedures

Registers & archives management

Fiduciary/legal/financial services

Deceased estates/trusts familiarity

FICA administration basics

Communication with clients & stakehol­

MS Office proficiency

Education

Matric / Grade 12

Office Administration certificate/diploma

Legal Administration certificate/diploma

Business Administration certificate/diploma

Records Management certificate/diploma

Tools

Microsoft Office

Electronic document management

Job description

JVR Software invites applications for a Fiduciary Administration Assistant in the financial services space. The role supports succession matters, estate documentation and regulatory compliance in a confidential, client-facing environment.

You will coordinate document collection, manage Lexis uploads, and assist with FICA/POPIA compliance. Strong MS Office skills and clear communication with advisers and families are essential.