Fiduciary Administrator

at  PPS Recruitment

JOB ADVERT SUMMARY

The incumbent will provide administrative support to the fiduciary team

EDUCATION:

• Matric with a qualification in administration or related field

EXPERIENCE:

• 1-2 years administrative role
• Excellent computer literacy (MS Office – Outlook, Word & Excel)
• Good administrative skills

Key Accountabilities:

• Capture of Will Application information into an Excel spreadsheet
• Assisting with the processing of Will application data into CSV files
• Coordination of the Safe Custody of Wills and the lodgement thereof with our Safekeeping contractor
• Leads management and coordination
• Coordinate the signing of unsigned Wills and contacting clients in this regard
• Assisting with the setup of the administration functions within the Wills drafting area
• Assisting with the set-up of the administration functions within the Estates area
• Assisting our Fiduciary Administrators with general administration
• Manage and respond to all daily mail and correspondenc

Key Accountabilities:

• Capture of Will Application information into an Excel spreadsheet
• Assisting with the processing of Will application data into CSV files
• Coordination of the Safe Custody of Wills and the lodgement thereof with our Safekeeping contractor
• Leads management and coordination
• Coordinate the signing of unsigned Wills and contacting clients in this regard
• Assisting with the setup of the administration functions within the Wills drafting area
• Assisting with the set-up of the administration functions within the Estates area
• Assisting our Fiduciary Administrators with general administration
• Manage and respond to all daily mail and correspondence