Permanent
Fiduciary Administrator
Unknown, Unknown
unknown
Closing date not listed
About this role
Legal - Other Legal
Gauteng
FULL TIME
Job Summary
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
Generaladministrationpracticemanagement
* 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.*
The Hiring House
Company