Fiduciary Assistant at Sanlam Group

What will you do?
Trusts and Wills:

• Draft various trust documents and arrange signatures and submissions to the Master
• Prepare meeting agendas and minutes and collate packs for the Trustees
• Create and maintain trust files (physical and electronic)
• Draft new Wills and amend Wills, under instruction, and assist with the signing and filing
• Interact with clients relating to the functions above, including travelling to meet them when required

Administration:

• Provide direct support to the Fiduciary and Tax Specialist
• Assist with monthly invoicing
• Liaise with internal and outsourced service providers
• Have a basic understanding of deceased estate administration and assist when required
• Attend to various aspects of trust administration
• Attend and assist in various aspects of deceased administration
• Assist with the preparation of tax documents
• Load payments
• 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
• Own transport and a valid drivers license

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