Fiduciary Assistant

SUMMARY:
Fiduciary assistant

POSITION INFO:

Key Responsibilities

• Administrative Management: Proactively manage client files, follow up on signed documents, and prepare for and manage internal and external meetings.

   

• Billing and Compliance: Handle billing using the fiduciary services model, manage debt collection, and ensure all processes adhere to data security and FICA/FAIS compliance requirements.

    

• Trust Administration: Prepare for and attend annual general meetings (AGMs), manage trust bank accounts and reconciliations, and draft essential trust documents. You''ll also work with accountants to ensure the timely preparation of financial statements and tax returns.

   

• Knowledge and Growth: Attend team meetings, suggest process improvements, and stay current on developments in estate planning and related laws.

Qualifications and Competencies

• Minimum of eight years of practical experience in administration, with a preference for legal or fiduciary backgrounds.

   

• Knowledge and experience that would allow you to pursue a FISA certification (Trust Administrator or Senior Trust Administrator) or a relevant tertiary qualification is a plus.

   

• Proficiency in Microsoft packages, especially Outlook, Word, and Excel.

   

• Excellent communication skills, both verbal and written, with a strong ability to build relationships.

   

• A self-motivated, detail-oriented professional who can manage a heavy workload in a fast-paced environment and meet deadlines.

   

• The highest degree of honesty, integrity, and accountability.

   

• A client-service-oriented and pragmatic problem-solving approach.