Fiduciary Assistant at Sanlam Group

What will you do?
Draft:

• Trust deeds
• Deed of amendments
• Supplementary trust deeds and all supporting documentation
• Resolutions
• Trust meeting agendas and minutes

Wills

• Liquidation and Distribution accounts
• Administration
• Deceased estate administration
• Trust administration
• Schedule appointments
• Preparation of documentation for signature and registration/reporting at the Master’s office
• Arrange and schedule boardroom bookings
• General administration

What will make you successful in this role?

• Knowledge and understanding of wills, estates and trusts in South Africa
• Experience working within the financial services industry and/or a legal background. Private Wealth client experience advantageous
• High level of accuracy and attention to detail

Qualification and experience

• Bachelor’s Degree or equivalent (a legal qualification would be advantageous) with a minimum of 2 years financial services and/or legal industry experience, or relevant Diploma with 5-10 years fiduciary administrator experience within the financial services industry
• Proven experience in a client-focused business environment
• Knowledge and skills
• Proficient in MS Office (Word, Excel). Advanced Excel would be an advantage
• Thorough knowledge and understanding of wills, estates and trusts in SA context
• Excellent communication skills (both verbal and written)
• Strong administration skills

Personal qualities

• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-Active approach to work, clients, problem solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

Closing Date:18th, April 2022