Fiduciary Specialist | Cape Town
Posted on 2025-03-08
| Employer | The Recruitment Council |
|---|---|
| Salary | 0 |
| Category | Professions |
| Location | Western Cape / Cape Town |
Job Summary
Responsibilities:
Trusts Management: Provide expert advice on establishing new trusts and ensure compliance with all legal and administrative requirements in collaboration with Fiduciary Administrators. Client Relationships: Manage and maintain relationships with fiduciary clients, offering professional guidance tailored to their needs. Wills & Estate Planning: Advise on and draft comprehensive wills while also acting as an executor in client estates, with support from the estate administration team. Skills, Qualifications & Experience: Education: An LLB degree or a relevant academic qualification is essential; a tax qualification is advantageous. Experience: At least 5 years of experience in the fiduciary industry. Professional Designation: FPSA certification or equivalent knowledge and experience to achieve this designation is highly advantageous. Additional Skills: Experience in company administration will be beneficial. Competencies & Personal Attributes: Strong organizational skills and attention to detail. Excellent written and verbal communication abilities. Ability to thrive in a high-net-worth, professional environment. Exceptional client service orientation with a focus on building strong relationships. Skilled at prioritizing tasks and working independently while meeting deadlines. Aptitude for explaining complex information in a clear, accessible manner. Flexibility to adapt in a dynamic and evolving work environment. Proactive and solution-oriented with a positive attitude. A team player with a collaborative approach and a willingness to support team members. Committed to pursuing a long-term career in the fiduciary industry. This is an exceptional opportunity for an experienced professional to excel in a challenging yet rewarding role within the fiduciary services sector. If you are passionate about delivering excellence to high-net-worth clients and have the qualifications and experience to thrive, we encourage you to apply.
Fiduciary Specialist | Cape Town position available in Western Cape, Cape Town. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2025-03-08 at 13:47:38 in the Professions category
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Cape Town: Fiduciary Specialist | Cape Town posted by The Recruitment Council
Fiduciary Specialist | Cape Town
Posted on 2025-03-08
| Employer | The Recruitment Council |
|---|---|
| Salary | 0 |
| Category | Professions |
| Location | Western Cape / Cape Town |
Job Summary
Responsibilities:
Trusts Management: Provide expert advice on establishing new trusts and ensure compliance with all legal and administrative requirements in collaboration with Fiduciary Administrators. Client Relationships: Manage and maintain relationships with fiduciary clients, offering professional guidance tailored to their needs. Wills & Estate Planning: Advise on and draft comprehensive wills while also acting as an executor in client estates, with support from the estate administration team. Skills, Qualifications & Experience: Education: An LLB degree or a relevant academic qualification is essential; a tax qualification is advantageous. Experience: At least 5 years of experience in the fiduciary industry. Professional Designation: FPSA certification or equivalent knowledge and experience to achieve this designation is highly advantageous. Additional Skills: Experience in company administration will be beneficial. Competencies & Personal Attributes: Strong organizational skills and attention to detail. Excellent written and verbal communication abilities. Ability to thrive in a high-net-worth, professional environment. Exceptional client service orientation with a focus on building strong relationships. Skilled at prioritizing tasks and working independently while meeting deadlines. Aptitude for explaining complex information in a clear, accessible manner. Flexibility to adapt in a dynamic and evolving work environment. Proactive and solution-oriented with a positive attitude. A team player with a collaborative approach and a willingness to support team members. Committed to pursuing a long-term career in the fiduciary industry. This is an exceptional opportunity for an experienced professional to excel in a challenging yet rewarding role within the fiduciary services sector. If you are passionate about delivering excellence to high-net-worth clients and have the qualifications and experience to thrive, we encourage you to apply.
Fiduciary Specialist | Cape Town position available in Western Cape, Cape Town. This job position was posted by The Recruitment Council. The job has been posted as a premium ad on 2025-03-08 at 13:45:03 in the Professions category
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