Personal Assistant / Trust- and Deceased Estates Administrator at Moore South Africa

Minimum level of Education/ Qualifications Required:

• Matric or National Diploma in Office Administration, Trusts and Estate Administration, or other relevant qualification.

Work Experience:

• 2 to 3 years in an administrative role within a professional, client-facing environment
• Trust- and Deceased Estates Administration experience
• Experience in dealing with senior management and clients

Knowledge, Skills and Abilities:

• Trust- and Deceased Estates Administration
• Secretarial and administration expertise
• Ability to handle a switchboard and reception desk
• Strong communication skills (verbal and written)
• Proficient in MS Office incuding Outlook, Word, Excel and PowerPoint
• Experience dealing with clients and high-pressure situations

Main Purpose of Position:

• The primary focus of the role is Personal Assistant to the director, assisting with the administration of Trusts and Deceased estates and to relieve the reception team when needed. 

Personal Assistant

• Client liaison
• Attending to correspondence on behalf of the director
• Scheduling appointments
• Updating the Director’s timesheets and attending to the preparation of invoices
• Registration and deletion of clients
• Invoicing
• General Secretarial duties including relieving the reception team when required

Trust- and Estates Administration

• Banking including opening of bank accounts, FICA compliance, and administering bank accounts
• Assembling and delivering (physical or digital) document bundles for the Master
• Maintain and file original client documentation
• Schedule Annual General Meetings