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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.
Closing in 5 months
Closing in 5 months
  • Job type:Graduate Jobs
  • Disciplines:

    Banking and Finance, Law, Planning and

    ...
  • Citizenships:

  • Locations:

    Westerncape (South Africa)

  • Closing Date:30th Dec 2022, 6:00 pm

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