Fiduciary Specialist

Apply before Jan 11 2025 | 58 Days left

Apply

Vacancy Details

Advise clients on the establishment and structuring of new trusts, ensuring compliance with legal and administrative requirements.
Manage the ongoing administration of trusts, working closely with fiduciary administrators to ensure proper governance and compliance.
Develop and draft personalized wills and estate plans for clients, offering strategic advice tailored to their specific needs.
Act as the executor of estates, coordinating the estate administration process and liaising with the relevant teams for smooth execution.
Build and maintain strong relationships with clients, providing ongoing fiduciary advisory services.
Stay informed on the latest legislative and regulatory developments in trust and estate planning to ensure best practices are followed.

Essential: LLB degree or other relevant academic qualification.
Advantageous: A tax qualification and/or FPSA designation (or the ability to obtain it).
Minimum 5 years’ experience in the fiduciary industry, with a proven track record in estate planning and trust management.
Familiarity with company administration is a plus.
Strong organizational and time-management skills, with the ability to manage multiple client portfolios simultaneously.
Exceptional communication skills, both written and verbal, with the ability to explain complex legal concepts to clients in an understandable way.
A client-centric approach with a strong service orientation and proactive attitude.
Ability to work independently while also collaborating effectively as part of a team.

Apply

48 people have viewed this job.