POSITION

Fiduciary Assistant

LOCATION

Johannesburg and Pretoria

SALARY

R300 000 – R360 000 per annum

SUMMARY

Our client an integrated financial services provider based in SA and offshore offering; advice, wealth management, asset management, investment platforms, fund management, fiduciary and global treasury capabilities, seeks to appoint two Fiduciary Assistants for their Sandton and Pretoria branch. They will be responsible for providing 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

Bill in line with the fiduciary services model – work with the Fiduciary billing module on Tyrus,
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 timely 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, and compliance documentation.
Prepare documentation: accurately prepare basic trust documents governing different transactions (trustee resolutions, donation agreements, loan agreements, compliance documents, etc.) in compliance with the organization’s house style and statutory requirements.
Financial statements and tax returns: liaise with and provide source documents to accountants to ensure the timely preparation of financials and rendering of tax returns.
Liaise with the Master’s office and follow up on documents to ensure a quick turnaround.
Improve personal capability and stay abreast of developments in the field of expertise by identifying training courses and career progression for self through input and feedback from the Manager and estates administrator.

MINIMUM REQUIREMENTS

Matric and minimum 8 (eight) years’ practical experience in administration, preferably in the legal or fiduciary field.
The knowledge and experience to attain a FISA certification of Trust Administrator or Senior Trust Administrator or a relevant tertiary qualification /certificate will be an added advantage own vehicle is essential.
Fiduciary and other local compliance requirements (Master of the High Court, SARS, FICA, FAIS, FATCA, exchange control)
Microsoft packages, Outlook, Word, and Excel in particular.