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Job Advert Summary

PERSONAL ASSISTANT / TRUST- AND DECEASED ESTATES ADMINISTRATO
Moore Cape Town is looking for a Personal Assistant / Trust- and Deceased Estates Administrator to join their Trusts and Estates team from 1 November or 1 December 2024. The successful candidate will have at least two years of experience in a PA/administration role within the Professional Services industry with a focus on trusts and deceased estates.

Minimum Requirements

Minimum level of Education/ Qualifications Required:

• Matric or National Diploma in Office Administration, Trusts and Estate Administration, or other relevant qualification.

Work Experience:

• 2 to 3 years in an administrative role within a professional, client-facing environment
• Trust- and Deceased Estates Administration experience
• Experience in dealing with senior management and clients

Knowledge, Skills and Abilities:

• Trust- and Deceased Estates Administration
• Secretarial and administration expertise
• Ability to handle a switchboard and reception desk
• Strong communication skills (verbal and written)
• Proficient in MS Office incuding Outlook, Word, Excel and Power Point
• Experience dealing with clients and high-pressure situations

Personal Qualities:

• Professional
• Calm under pressure, with a positive attitude
• Strong interpersonal skills
• Attentive, patient, and flexible
• Orgainised and detail-orientated
• Confident and responsible
• High integrity, maintaining confidentiality
• Committed and loyal

Duties and Responsibilities

Main Purpose of Position:
The primary focus of the role is Personal Assistant to the director, assisting with the administration of Trusts and Deceased estates and to relieve the reception team when needed.
Personal Assistant

• Client liaison
• Attending to correspondence on behalf of the director
• Scheduling appointments
• Updating the Director’s timesheets and attending to the preparation of invoices
• Registration and deletion of clients
• Invoicing
• General Secretarial duties including relieving the reception team when required

Trust- and Estates Administration

• Banking including opening of bank accounts, FICA compliance, and administering bank accounts
• Assembling and delivering (physical or digital) document bundles for the Master
• Maintain and file original client documentation
• Schedule Annual General Meetings

In line with Moore Cape Town’s Employment Equity plan, preference will be given to applicants from the designated target groups who meet the requirements stipulated above.