Fiduciary Specialist | Durban

Details of the offer

Our client is a leading provider of investment, wealth, and estate planning services tailored to high-net-worth individuals, families, select institutions, and charities. They are seeking a knowledgeable Fiduciary Specialist to join their team. The role involves delivering expert fiduciary advice and services, including trust administration, wills drafting, estate planning, and tax solutions, ensuring the highest standard of client satisfaction. Key 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.


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Expert Accounting Solutions Wi...

Expert Accounting Solutions with Magic Accounting Services Here is a possible SEO optimization for the ad: Expert Accounting Solutions with Magic Accounting...


Ekayzone - KwaZulu-Natal

Published 15 days ago

Financial Controller

We're on the hunt for a proactive and detail-oriented Financial Controller to join our dynamic team. If you have a passion for numbers, a keen eye for accura...


Invictus Education Group - KwaZulu-Natal

Published 15 days ago

Aspiring Financial Advisor (Richards Bay)

Aspiring Financial Advisor (Richards Bay) Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talen...


Old Mutual - KwaZulu-Natal

Published 15 days ago

Senior Credit And Accounts Receivable Analyst

Key Responsibilities:Credit Release Approvals: Manage the evaluation of credit reviews, ensuring that decisions align with the companys credit policy and ris...


Talented Recruitment - KwaZulu-Natal

Published 15 days ago

Built at: 2024-12-26T11:24:46.925Z