Fiduciary Administrator
Robert Walters
Johannesburg, Gauteng, ZA
1d ago
source : Latest Jobs
  • A leading third-party administrator are seeking a strong Fiduciary Services Officer, to join their Johannesburg office within the Private Client Services team.
  • Candidates should demonstrate a strong understanding of :

  • Trust Administration and "how trusts work" (Estate Management, Wills)
  • Master’s office & Masters’ Packs
  • Tax Administration
  • Estate distribution, from an administrative perspective And demonstrate a lot of energy. The personalities in the team are strong, so an outgoing personality is important, and the ideal candidate will be able to grasp concepts and conduct their work without constant oversight or help.
  • As Client Services Administrator (CSA), you and the team will be focussed on the Estates of High Net Worth (HNW individuals) and will work closely with the Client Relationship Managers (CRM’s) and Client Service Managers (CSM)

    Qualifications :

  • Minimum requirement Matric
  • A University Degree is not required, however, applicants with Degrees will still be considered
  • Experience in the specific role, is most important this role is not suitable for an entry level candidate without the relevant fiduciary experience
  • Experience :

  • Min 2+ years’ in the Fiduciary sector, ideally 3 4 years
  • However, applications from more experienced candidates will also be considered (up to circa 15 years as an Administrator)
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