Fiduciary Associate

Chartered Wealth Solutions; Johannesburg; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A legal service provider in Johannesburg is looking for a qualified attorney to draft and manage Wills, oversee estate administration, and guide clients through significant legal processes. The ideal candidate will have an LLB degree and be an admitted attorney in South Africa, with strong skills in organization, detail orientation, and empathy. This full-time, on-site role offers a chance to make a real impact in people's lives, supporting them during sensitive times.

Qualifications

• LLB degree and admitted attorney in South Africa.
• Proficient in Microsoft Office including Word, Excel, Outlook, and PowerPoint.
• Experience with estate administration software preferred.

Responsibilities

• Draft and manage Wills, oversee estate administration.
• Support clients through meetings and communication.
• Prepare and review key estate-related documentation.
• Assist with trust administration and ensure compliance.

Skills

Empathy

Attention to detail

Communication

Microsoft Office Proficiency

Education

LLB degree and admitted attorney

Tools

LegalEase

LexisNexis

SharePoint

Job description

Location

Dunkeld West, Johannesburg

Full time, on-site

At Chartered Legacy & Trust, part of the Chartered Wealth group, we believe that the work we do is about more than compliance.

It is about protecting what matters most to our clients, their legacies, their families, and their peace of mind.

We are looking for a qualified attorney, (LLB and admitted), who shares this vision and is ready to make a real difference in people's lives through careful, compassionate, and expert fiduciary support.

In this role, you 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.

Your work will protect assets and give clients confidence that their wishes will be honoured.

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.

To apply, please email your CV to

Only short-listed candidates will be contacted.

If you do not hear from us within ten working days, please consider your application unsuccessful.