To manage the Boutique Fiduciary Services business from end to end. Manage relationship and grow business from referral partners. To provide estate planning advice and draw up Wills for clients. To administer estates, manage outsource estates administration partners. Assume responsibility for the Le
We are seeking a well orientated, proactive and integral Executive assistant based at our Head Office in DBN. We would ideally want the individual to have a Matric with a Diploma or degree in Business Administration The ideal candidate will have expert knowledge of Microsoft Office: Word, Excel, and
To manage the Boutique Fiduciary Services business from end to end. Manage relationship and grow business from referral partners. To provide estate planning advice and draw up Wills for clients. To administer estates, manage outsource estates administration partners. Assume responsibility for the Le
Meetings Attend Trustee/Director meetings Chair and/or take minutes of Trustee/ Director meetings. Act upon upon items resulting from Trustee/ Directors meeting. Determine date, time, and venue for AGM/ SGM according according to legislation and trustee/director availability. Oversee the scheduling of AGM/ SGM for community Approve monthly reports before sending to trustees/ directors. Ensure monthly reports are generated for each Build and maintain relationships with trustees/ directors. Build and maintain contractor relationships.
Meetings Attend Trustee/Director meetings Chair and/or take minutes of Trustee/ Director meetings. Act upon upon items resulting from Trustee/ Directors meeting. Determine date, time, and venue for AGM/ SGM according according to legislation and trustee/director availability. Oversee the scheduling of AGM/ SGM for community Approve monthly reports before sending to trustees/ directors. Ensure monthly reports are generated for each Build and maintain relationships with trustees/ directors. Build and maintain contractor relationships.
organisational, and logistical service to the Director, helping him to manage and prioritise his time service is maintained. Manage and maintain the Directors diary and phone calls. Screen calls, highlight and other requests. Schedule on behalf of the Directors meetings between him and his direct reports and others and ensure arrangements in place for the Directors match his requirements. Filter general information to the Director by redirecting or taking forward such contact as appropriate. Ensure the Director is fully
organisational, and logistical service to the Director, helping him to manage and prioritise his time service is maintained. Manage and maintain the Directors diary and phone calls. Screen calls, highlight and other requests. Schedule on behalf of the Directors meetings between him and his direct reports and others and ensure arrangements in place for the Directors match his requirements. Filter general information to the Director by redirecting or taking forward such contact as appropriate. Ensure the Director is fully
dictated and written instructions given by allocated directors and professionals Screening of calls as well as as message taking for allocated directors and professionals Assist with queries regarding client payments reports, presentations and correspondence for directors and professionals Manage diary deadlines and correspondence correspondence Assist with general queries from directors and professionals Handling all confidential matters
dictated and written instructions given by allocated directors and professionals Screening of calls as well as as message taking for allocated directors and professionals Assist with queries regarding client payments reports, presentations and correspondence for directors and professionals Manage diary deadlines and correspondence correspondence Assist with general queries from directors and professionals Handling all confidential matters
Answering and screening calls for the Associate and Directors Performing secretarial duties for the relevant relevant attorneys Making appointments for relative Directors when they will be attending Howick office Liaising clients at reception Making tea for clients and the Director present Administrative Assistance to the Associate