Fiduciary Administrator

Purpose of the job: The successful candidate would be responsible for assisting the Fiduciary Manager in the Fiduciary Department.

Candidate will assist the Fiduciary Manager and the Managing Director’s Executive Assistant with a range of administrative tasks that arise in the normal course of business.

Key duties or responsibilities:

• Duties include, but not limited to:

o filing and storing data in the cloud

o drafting letters

o providing FICA when requested from various institutions

o attending the administration of opening bank accounts for clients

o requesting information from various institutions

o Following up on requests to clients

o Preparation of meeting packs

o Receiving phone calls from clients

o Managing the diaries.

Minimum requirements:

• Matric essential and further tertiary education of relevance is preferred but not a deal breaker
• Flexible, willing, and able to work outside of office hours at times. (No clock watchers welcome).
• Reliable cellphone.
• Career driven – there is an opportunity for growth for someone who is hungry for knowledge.
• Can handle delegation.
• Works well under pressure – at times there is a lot to juggle.
• Fast learner and willingness to learn.
• Familiarity and reasonable knowledge of the fiduciary industry is preferable.
• Must have own reliable transport and valid license.
• 100% office job (working from home will only be considered in an emergency).

Skills or competencies:

• Highly organised.
• Good communication and interpersonal skills.
• Team player.
• Ability to work under pressure.
• Problem Solver.
• Attention to detail.
• Strong administration skills.
• Personality type: honest, confident, reliable and a good sense of humour.