Fiduciary Assistant

Legacy Fiduciary Services & Estate Planning; Wes-Kaap; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading fiduciary service provider in Cape Town is searching for a dedicated Fiduciary Assistant with a legal or accounting background. In this role, you will manage trust administration and liaise with clients while ensuring compliance and support for complex estate matters. Join a trusted team and advance your fiduciary career while contributing to exceptional client service.

Qualifications

• 3+ years experience in Trust and/or Estate Administration.
• Relevant legal, accounting or fiduciary qualification required.
• Ability to handle sensitive fiduciary matters with discretion.

Responsibilities

• Manage trust administration and client liaison.
• Draft legal documents and conduct legal research.
• Administer deceased estates and provide general office support.

Skills

Organizational Skills

Legal Acumen

Attention to Detail

Education

LLB

BProc

FPSA

Job description

We are Hiring: Fiduciary Assistant

Location: Cape Town (In-office role)

Experience: 3+ years in Trust and/or Estate Administration

Qualifications: Relevant legal, accounting or fiduciary qualification (LLB, BProc, FPSA or equivalent)

Are you an experienced professional with a meticulous eye for detail and a passion for trust and estate administration? Join our dedicated Cape Town team and play a vital role in managing complex fiduciary matters with care and expertise.

Key Responsibilities

·Trust Administration

·Liaise with clients, trustees and beneficiaries

·Arrange and prepare trustee meetings, including meeting packs and coordination with service providers

·Draft minutes, agendas, resolutions, trust deeds and related documentation

·Maintain and update trust files and electronic systems

·Communicate with the Master of the High Court and other stakeholders

·Deceased Estate Administration

·Administer simple and complex estates

·Draft Liquidation and Distribution Accounts

·Liaise with the Master’s office, clients and service providers

·Provide general assistance on estates within the firm

·Drafting & Legal Support

·Draft wills, contracts, trust deeds and other legal documents

·Conduct legal research and liaise on litigious matters when required

·General Office Support

·Record minutes and manage documentation

·Assist with banking, invoicing, collections and timekeeping

·Support reception and switchboard duties if needed

·Work closely with directors and the wider team to deliver exceptional client service

Who We’re Looking For

A proactive team player with strong organisational skills, legal acumen and the ability to handle sensitive fiduciary matters with discretion and professionalism. You thrive in a structured environment and take pride in delivering precise, compliant work.

Location: This is an in-office position based in Cape Town.

Remuneration: Based on experience and qualifications.

How to apply: Please direct applications or queries to Alfred [e-mail] Charles [e-mail]

Advance your fiduciary career with a trusted team. We look forward to hearing from you.