- Durban
- Salary: Market Related (Negotiable)
- Job Type: Permanent
- Sectors: Investment Finance
- Reference: Fiduciary Specialist
Vacancy Details
Key Responsibilities:
- 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.
Candidate Requirements
Key Requirements:
- 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.
Personal Attributes:
- Strong attention to detail and problem-solving skills.
- Adaptability to changing environments and client needs.
- Ability to prioritize tasks and meet deadlines in a fast-paced environment.
- A strong sense of integrity, professionalism, and ethical standards.
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