Fiduciary Assistant

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 .