PH Attorneys has an exciting opportunity for a qualified professional to join its commercial and trust office team in Bloemfontein.

Minimum qualifications & experience:

• Must have a 3 - 4 years appropriate legal or financial undergraduate qualification, e.g. LL.B, B.Com (Law), fiduciary qualification, financial qualification or a degree in accounting.

• 2 to 3 years’ post-qualification work experience. Work experience in a fiduciary or trust administration environment or a qualification in financial planning or trust administration can be beneficial although not a requirement.

• Able to effectively read, write and communicate in English and Afrikaans.

• Highly computer literate and proficient in Microsoft and online communication platforms such as MS Teams, Zoom etc.

Additional requirements:

• Attention to Detail: Must demonstrate strong attention to detail and accuracy in handling legal documents and trust matters.

• Organisational Skills: Ability to manage multiple tasks efficiently, prioritize workload, and meet deadlines in a fast-paced environment.

• Interpersonal Skills: Strong client-facing skills and ability to maintain professional relationships with clients, trustees, beneficiaries, and colleagues.

• Discretion and Confidentiality: Must exercise a high level of discretion and maintain confidentiality when managing sensitive client information.

• Knowledge of Trust law: Basic understanding of trust law and fiduciary duties will be advantageous, and although not an inherent requirement, will need to be absorbed as part of the job requirements.

• Problem-Solving Skills: Ability to identify issues and seek practical solutions independently or with minimal supervision.

• Numeracy Skills: Basic financial literacy to understand trust statements, fees, and financial documents may be beneficial.

• Teamwork: Ability to work well within a multidisciplinary team as well as independently.

• Willingness to Learn: Demonstrated enthusiasm for further training and professional development within trust administration.

The candidate’s responsibilities will include, but not be limited to:

• Comprehensive Trust Administration: Proactively manage all aspects of trust administration, including compliance, bank account management, financial reporting, and tax return preparation.

• Client Relationship Management: Build strong relationships with clients, providing timely updates and addressing their queries with professionalism and empathy.

• Administrative Excellence: Manage diaries, prepare documentation (trustee resolutions, donation agreements, etc.), and maintain accurate records.

• Financial Management: Handle billing, invoice generation, and debt collection efficiently. 

• Liaison & Collaboration: Work closely with Wealth Advisors, Fiduciary Specialists, accountants, and the Master's Office. 

• Continuous Improvement: Identify and recommend process enhancements and stay abreast of industry developments.

To apply, please e-mail your CV to buyiselo@phinc.co.za.

A market-related remuneration package will be offered, dependent on qualifications and experience.

ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED.

Applications close: 19 September 2025