About this role
We are looking for a Fiduciary Administrator, who will take responsibility for the administration of trusts. Further, to provide complete administrative support to enable the Fiduciary specialist to implement and administer estate planning solutions and services for high-net-worth clients. Requirements Qualification and Experience Matric Minimum 5 (five) years’ practical experience in administration, preferably in the legal or fiduciary field. Computer Competency Requirements Microsoft packages, Outlook, Word and Excel in particular. The ability to learn new systems with confidence. KPA/ Strategic Business Deliverables General administration practice management Proactively manage the trust administration process including all compliance requirements to ensure that FICA compliance remains above 95%. 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). Please call us on 010 030 0127 for more information. NB: Should you not hear from us in 6weeks please consider your application unsuccessful.