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 .