Fiduciary Assistant

The Recruitment Council; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading recruitment agency in Gauteng is seeking an experienced administrator to manage client files, billing, and trust administration. The ideal candidate has over eight years of experience in administration, preferably in legal or fiduciary services, with strong communication skills and a client service-oriented approach. Proficiency in Microsoft packages is essential. This role offers a dynamic work environment with opportunities for professional growth.

Qualifications

• Minimum of eight years of practical experience in administration, preferably legal or fiduciary.
• Ability to pursue a FISA certification as a plus.
• Excellent verbal and written communication skills.

Responsibilities

• Manage client files and prepare for meetings.
• Handle billing and ensure compliance with data security.
• Prepare for AGMs and manage trust accounts.

Skills

Administrative management

Billing compliance

Trust administration

Process improvement

Client relationship building

Detail-oriented

Problem solving

Education

Relevant tertiary qualification

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

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.