Wealth Fiduciary Adviser Assistant - Bellville

The Programme 

PSG has an exciting opportunity for an entry-level financial services professional who has a passion for the Financial Services Industry. 

What You Will Do 

• My Base – loading documents. 
• Appointments with clients. 
• Drafting of Wills. 
• Dealing with the Master of the High Court and Sars on regularly basis. 
• Winding up estates. 
• Complete documentation to request executor’s letter. 
• Submit documentation to the Master of the High Court to collect executor’s letter. 
• Open Estate bank accounts with Investec. 
• Advertise creditors and debtors. 
• Handling queries with creditors and debtors. 
• Close accounts of deceased with banks, Investment companies. 
• Advertise Liquidation and distribution accounts. 
• Feedback to clients. 
• Transfer of weapons, vehicles, properties, and shares to beneficiaries. 
• Selling of Computer Shares, Old Mutual and Sanlam. 
• Arrange payments from deceased estate. 
• Submission of income tax, for deceased persons. 
• Registration of income tax for estate (when applicable). 
• Dealing with accountants. 
• Trustee duties. 
• Registration of Income tax for the Inter Vivos or Testamentary Trust. 
• Trustee meetings.
• Trustee resolutions and records. 

Required Skills and Abilities 

• Completed LLB / Financial Planning Law. 
• Proficient in both spoken and written English and at least one other of the official South African languages. 
• Computer literacy (MS Office) and proficient in Excel. 
• Passion for fiduciary industry. 
• Working experience in the fiduciary financial services industry. 
• Communication skills. 
• Problem-solving skills. 
• Analytical skills. 
• Attention to detail.