Fiduciary Administrator

Overview

Job Description:

To provide proactive, reliable, and efficient administrative and operational support within the designated functional area, ensuring seamless business processes.

• Prepare, scan, and file estate-related documentation (e.g., death certificates, letters of executorship, tax forms).
• Maintain accurate records in estate management systems.

• Assist with FICA/KYC verification and ensure all supporting documents are complete.
• Track compliance deadlines and escalate where necessary.

• Handle routine client queries and provide status updates under guidance of Estate Administrators.
• Coordinate with banks, Master of the High Court, SARS, and other institutions for document submissions.

• Update estate progress on internal systems as well as the Estates Administrators. To ensure that all correspondence are in all relevant folders of the different estates.
• Ensure confidentiality and accuracy of all client data.

• Capture payments, invoices (procurement system), and receipts in line with estate processes.
• Prepare basic reconciliations for estates Control and System bank accounts.

• Strong administrative and organizational skills.
• Attention to detail and ability to work under pressure.
• Good communication and client service orientation.
• Familiarity with fiduciary processes (advantageous but not essential).
• Strong computer literacy and proficiency in relevant software applications.
• Ability to produce clear, accurate, and grammatically correct written communication in emails and documentation.
• Acts with professionalism and fosters teamwork, ensuring alignment and cooperation within the group.
• Shows resilience and a collaborative mindset by embracing change and offering help where needed.
• Displays a proactive attitude toward personal development and demonstrates a commitment to continuous learning and upskilling

• Matric (essential), relevant certificate/diploma in administration or legal studies (advantageous).
• 1-2 years relevant experience
• Knowledge of Estate Administration advantageous
• Comprehensive on-the-job training will be provided. While prior experience is valuable, please note that systems and processes vary across companies, and training will ensure familiarity with our specific tools and procedures.
• Understanding of estate administration procedures is beneficial but not essential.

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below 07/02/26. All appointments will be made in line with First Rand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis.

The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.