Legal Assistant (Fiduciary)

SUMMARY:
Legal Assistant (Fiduciary)

POSITION INFO:

Summary:

We are seeking a proactive, detail-oriented, and motivated Legal Assistant to join our Fiduciary and Legal teams. This role offers an exciting opportunity to support both the Trust team and the Legal Advisor in managing Fiduciary transactions while providing comprehensive administrative assistance.

What to Expect:

• Deliver high-level secretarial and administrative support to Trustees and the Legal Advisor specialising in Fiduciary services
• Prepare, proofread, and manage legal correspondence, opinions, and documentation related to Fiduciary services and Legal
• Communicate with clients, conveyancers, external counsel, and other stakeholders to ensure smooth transaction progress
• Attend client and internal meetings, taking minutes and notes as required
• Assisting the appointed Trustees in carrying out their fiduciary duties
• Perform due diligence and ensure regulatory compliance throughout conveyancing and litigation processes
• Verify and facilitate payments for invoices
• Maintain an organised filing system that adheres to internal and external regulations.
• Carry out general office tasks such as filing, photocopying, and scanning
• Uphold confidentiality and adhere to legal, regulatory, and company standards at all times
• Assist colleagues in the fiduciary or legal departments as needed to balance workloads
• Collaborate effectively with other business units within the organisation when required
• Act as a liaison between the Trustees, the Senior Legal Advisor and other business units, as necessary
• Undertake any additional duties reasonably requested by the Trustees or Senior Legal Advisor or senior members of the Fiduciary team

What You'll Bring:

Qualifications

• Matric certificate (essential)
• Legal qualifications or relevant certifications (advantageous)

Experience

• At least 5 years' proven experience as a Legal Assistant, Legal Secretary, or Paralegal
• Strong understanding of trusts, conveyancing and litigation processes
• Experience in a legal or financial services environment (preferred)

Skills and Competencies

• Proficiency in Microsoft Office, particularly MS Word, including advanced formatting skills (e.g., track changes, cross-references, footnotes, and comments)
• Exceptional organisational skills with high attention to detail and accuracy
• Excellent written and verbal communication skills
• Ability to work effectively under pressure and meet deadlines
• A proactive, solution-focused approach with the ability to work independently and as part of a team