Are you passionate about the intricate world of finance? Eager to embark on a rewarding career journey within a dynamic financial industry leader? An exceptional opportunity awaits! Ourclient is currently seeking a dedicated Fiduciary Assistant to join their prestigious company.

Qualifications and Experience Matric. Minimum 8 years of experience in administration – preferably legal / fiduciary field. FISA certification of Trust Administrator or Senior Trust. Relevant tertiary qualification will be an added advantage. Microsoft packages, Outlook, Word and Excel. The ability to learn new systems with confidence.

Duties And Responsibilities

General administration practice management Proactively manage files by following up with clients regarding signature of Wills, trust documents and all issues relating to estate planning as well as assisting with reporting to clients on progress. Diary management: proactively set up meetings, internal and external, and prepare relevant docum...