Fiduciary Administrator

SUMMARY:
We are looking for a Fiduciary Administrator, who will  take responsibility for the administration of trusts. Further, to provide complete administrative support to enable the Fiduciary specialist to implement and administer estate planning solutions and services for high-net-worth clients.

POSITION INFO:
Requirements
Qualification and Experience

• Matric
• Minimum 5 (five) years’ practical experience in administration, preferably in the legal or fiduciary field.

• Microsoft packages, Outlook, Word and Excel in particular. The ability to learn new systems with confidence.

• 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).