- 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 documentation.
- Bill in line with the fiduciary services model work with the Fiduciary billing module on Tyrus, complete the annual trusteeship and trust administration fee sheet, send invoices to clients and timeous debt collection (less than 5% of book sitting at >90 days).
- Fiduciary-only and other FICA compliance and FAIS compliance on trust bank accounts.
- Compliance with all processes, including all measures to protect data security and combat fraud.
- Maintenance of hard files and accurate and timeous scanning of all documentation on Tyrus.
- Consistent and accurate use of the task system on Tyrus, ensuring institutional memory and continuity.
- AGM preparation: arrange, meeting pack, attend to action items, follow up on signed documents.
- Efficiently manage trust bank accounts: administration, reconciliations, compliance documentation.
- Prepare documentation: accurately prepare basic trust documents governing different transactions (trustee resolutions, donation agreements, loan agreements, compliance documents etc.) in compliance with Citadel house style and statutory requirements.
- Financial statements and tax returns: liaise with and provide source documents to accountants to ensure timeous preparation of financials and rendering of tax return.
- Liaise with the Master's office and following up on documents to ensure quick turnaround.
- Attend and participate in operational and other team meetings.
- Suggest and follow standardised processes and procedures implemented in the team, including participation in and the implementation of all ad hoc projects and initiatives.
- Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from Manager and estates administrator.
- Ensure personal growth and enable effectiveness in performance of role and responsibilities by completing all learning activities.
- Maintain knowledge and share knowledge with colleagues.
- Motivate, inspire and support colleagues.
- Work cost-effectively, efficiently and in an environmentally aware manner, including minimising printing and going paperless.
- Identify and recommend opportunities to enhance processes, systems and policies in Fiduciary and support the implementation of new processes, policies and systems.
- Identify and action business development opportunities and enhance cross-sales.
- Contribute to a culture conducive to the achievement of transformation goals.
- Microsoft packages, Outlook, Word and Excel in particular.
-
Fiduciary Assistant
1 day ago
Performability Recruitment Pretoria, South AfricaPurpose of the role · Provide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administration · Minimum skills and knowledge required · Matric and min ...
-
Fiduciary Assistant
1 day ago
Performability Recruitment Pretoria, South AfricaPurpose of the role · Provide complete administrative support to enable the Fiduciary specialists to implement and administer estate planning solutions and services for high-net-worth clients, including trust administration · Minimum skills and knowledge required · Matric and min ...
-
Trust Administrator
2 days ago
Perfect Placement Recruitment Pretoria, South AfricaOur client has an Fiduciary firm in Montana and is looking for a Trust Administrator to join their team. · Area: Montana (Pretoria) · **Salary**: Between R14 000 and R depending on experience and qualifications) · **Requirements**: · - Must be fully bi-lingual; · - Must have +- 3 ...
-
Assistant to Estate Officer
2 days ago
Perfect Placement Recruitment Pretoria, South AfricaOur client is URGENTLY looking for an Assistant to Estate Officer Administrator/ Fiduciary Specialist. Our clients company specializes in the administration of deceased estates._ · **Title**:Assistant to Estate Officer position · **Area**: Montana (Pretoria · - North) · **Salary* ...
-
Tax Manager
5 days ago
Sanlam Sandton, South AfricaWho are we? · Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. · With assets under management and administration of more than R151 billion, we offer a comprehensive and integr ...
-
Portfolio Manager Assistant
2 days ago
Sanlam Sandton, South AfricaWho are we? · Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. · With assets under management and administration of more than R151 billion, we offer a comprehensive and integr ...
-
Climate Change Specialist
2 days ago
DBSA Midrand, South AfricaThe Climate Change Specialist role is to provide strategic advice regarding access to various climate financing mechanisms (e.g. GEF, GCF etc.), accreditation processes, understanding and adherence to DBSA obligations. Continuous dialogues with relevant external climate change pa ...
-
Fidiciary Assistant
3 hours ago
Citadel Gauteng, South Africa Full timeJob Title: Fiduciary Assistant (Afrikaans Speaking) · Location: · South Africa, Gauteng, Gauteng · Job Type: · Permanent, Full-Time hours · Primary Industry: · Banking and Finance · Secondary Industry: · Legal · Salary: · ZAR00 - ZAR00 · Job Duties: · Assist in the administration ...
-
Principal Procurement Operations Officer
15 hours ago
African Development Bank Group Pretoria, South AfricaTHE BANK: · Established in 1964, the African Development Bank is the premier pan-African development institution, promoting economic growth and social progress across the continent. There are 81 member states, including 54 in Africa (Regional Member Countries). The Bank's devel ...
-
Fiduciary specialist/ Trust administrator
19 hours ago
Perfect Placement Recruitment Sandton, South Africa Full timeOur client has a Fiduciary firm and is looking for a Fiduciary Specialist/ Trust Administrator to join their team. · Area: Sandton- Bryanston · Salary: Market related (depending on experience and qualifications) · Closing date: End May 2024 · Requirements: · Proficient in Englis ...
-
Fiduciary specialist/ Trust administrator
19 hours ago
Perfect Placement Recruitment Sandton, South AfricaOur client has an Fiduciary firm and is looking for a Fiduciary Specialist/ Trust Administrator to join their team. · Area: Sandton- Bryanston · Salary: Market related (depending on experience and qualifications) · Closing date: 31 Jan 2024 · Requirements: · Proficient in Englis ...
-
Junior Trust Administrator
1 day ago
Perfect Placement Recruitment Sandton, South AfricaWe are currently seeking a Junior Trust Administrator with a background in legal and fiduciary tasks to offer administrative support within our esteemed Fiduciary division, concentrating primarily on Trust-related duties. · Area: Sandton - Bryanston · Salary: Market related (depe ...
-
Junior Trust Administrator
4 days ago
Perfect Placement Recruitment Sandton, South Africa Full timeWe are currently seeking a Junior Trust Administrator with a background in legal and fiduciary tasks to offer administrative support within our esteemed Fiduciary division, concentrating primarily on Trust-related duties. · Area: Sandton - Bryanston · Salary: Market related (depe ...
Fiduciary Assistant - Pretoria, South Africa - Performability
Description
Purpose of the role
Provide complete administrative support to enable the Fiduciary specialists to implement and administer
estate planning solutions and services for high-net-worth clients, including trust administration
Responsibilities | Skills
General administration practice management
Compliance and data integrity and security
Trust administration
Knowledge and knowledge sharing
General
Technology exposure
The ability to learn new systems with confidence