Fiduciary Specialist Assistant

Job Advert Summary

To provide comprehensive administrative and operational support to Fiduciary Specialists and the glu channel in the Coastal regions ensuring efficient delivery of fiduciary services and a high standard of service to members, intermediaries, and other stakeholders. The provision of administrative support to the Fiduciary Specialists in Cape Town and Durban

Minimum Requirements

Education

• Undergraduate qualification would be an advantage
• Certificate, diploma, or degree in Administration, Business Management, Legal Studies, Financial Planning, or a related field

Experience

• 2 to 3 years sales administration experience within Internal/External Distribution and/or Fiduciary Services
• Dealing with and engaging with Distribution Channels.
• Understanding of fiduciary processes, trusts, wills, estates, and related documentation would be advantageous

Duties and Responsibilities

Administrative Support

• Diary management, travel and calendar bookings

• Database management, understanding and managing client information on behalf of Fiduciary Specialists

• Manage and submit invoices and expense claims

• Coordinate regional workshops, training, support and marketing events

Sales & Stakeholder Support

• Assist with member and distribution channel queries.

• Liaise with internal and external stakeholders.

• Follow up on administrative requests and outstanding actions.

• Engage with the glu channel, specifically the glu Broker Consultants and identified Intermediaries and develop a relationship with both

• Share the Fiduciary Services offering and elicit support of Fiduciary Services

• Conduct Will interviews via MS Teams with Members/Clients

• Provide training sessions to Broker Consultants and Intermediaries (glu channel)

• Conduct Will interviews via MS Teams with glu Members/Clients

• Build relationships with glu Broker Consultants and Intermediaries linked to the glu channel

Records and Data Management

• Maintain client databases and CRM records.

• Ensure accurate filing, scanning, and document management.

• Safeguard confidential client information.

• Maintain effective record-keeping practices

• Database management – understanding and managing client information on behalf of Fiduciary Specialists

• Provide assistance to Fiduciary Specialists in and out of the office

• Collation of monthly management stats

Client and Stakeholder Support

• Preparation of presentations, documents and memos

• Assist with Member and Distribution queries

• Record-keeping

• Safeguard confidential client information.

• Filing, scanning, and ensuring proper record-keeping

• Contribute to special projects