Fiduciary Assistant | Sandton

The Recruitment Council; Gauteng; On-site; ZAR 30,000 - 45,000; Full time

Job summary

A leading company in the dynamic financial industry is looking for a passionate Fiduciary Assistant to manage administration and practice management. The ideal candidate will have a matric qualification, FISA certification, and 8 years' experience in fiduciary or legal fields, demonstrating strong organizational, time management, and communication skills within this essential role.

Benefits

Flexible working environment

Opportunities for professional growth

Engaging team atmosphere

Qualifications

• Minimum 8 years of experience in administration, preferably in legal or fiduciary fields.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel).
• Bi-lingual in English and Afrikaans preferred.

Responsibilities

• Managing general administration and practice management.
• Following up with clients on wills, trust documents, and estate planning issues.
• Ensuring compliance with fiduciary, FICA, FAIS, and other regulations.

Skills

Organizational skills

Time management

Communication

Adaptability

Education

Matric qualification

FISA certification as Trust Administrator or Senior Trust

Relevant tertiary qualification

Tools

Microsoft Office Suite

Job description

Are you passionate about the intricate world of finance?

Eager to embark on a rewarding career within a dynamic financial industry leader?

An exceptional opportunity awaits!

Our client is seeking a dedicated Fiduciary Assistant to join their prestigious company.

Qualifications and Experience:

• Matric qualification.
• Minimum 8 years of experience in administration, preferably in legal or fiduciary fields.
• FISA certification as Trust Administrator or Senior Trust.
• Relevant tertiary qualification (advantageous).
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel).

Key Skills and Abilities:

• Ability to learn new systems confidently.
• Excellent organizational and time management skills.
• Strong written and verbal communication skills.
• Bi-lingual in English and Afrikaans (preferred).

Responsibilities include:

• Managing general administration and practice management.
• Proactively managing files, following up with clients on wills, trust documents, and estate planning issues.
• Diary management: setting up meetings, preparing documentation.
• Billing and debt collection in line with fiduciary services model.
• Ensuring compliance with fiduciary, FICA, FAIS, and other relevant regulations.
• Maintaining hard files and digital documentation accurately and securely.
• Preparing trust documents and liaising with accountants for financial statements and tax returns.
• Engaging with the Master’s office and ensuring timely document processing.
• Participating in team meetings and contributing to process improvements.
• Staying updated on legal and industry developments related to estate planning.
• Supporting business development and cross-sales opportunities.

Personal Characteristics:

• Client-focused, professional, and confident communicator.
• Flexible, enthusiastic, and proactive.
• Honest, ethical, and highly responsible.
• Detail-oriented with a capacity to work under pressure and meet deadlines.
• Respectful of client confidentiality and empathetic towards clients.

This job posting is active and accepting applications.