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Trust Administrator

2 months ago

Sandton, South Africa Perfect Placement Recruitment Full time
Job Title: Trust Administrator (Jnr + Snr)
Location: Sandton - Bryanston
Salary: R15 000 - R35 000 depending on experience and qualifications
Closing date: End Nov 2024

Experience / knowledge in Trusts - Essential for these positions.

Non- negotiable qualifications and experience required:
Requirements

- Experience / knowledge in trust administration.
- Experience in working with high-net-worth private clients.
- Understanding Afrikaans is essential; speaking it is not required.
- Excellent English speaking and writing skills
- Proficiency in MS Word and Excel
- Strong interpersonal skills
- Professional demeanour
- Used to high paced environments
- Ability to work under pressure
- Reliable transport

Beneficial requirements:
- Qualifications in administration or related fields (advantageous)
- General legal background will also be acceptable

Duties and responsibilities

1. Provide end-to-end fiduciary support and administration for clients.
2. Build and maintain client relationships to support business growth.
3. Assist with client trusts, FICA and UBO compliance, and maintain accurate records.
4. Support client take-on by collecting documentation and ensuring profiles are updated.
5. Prepare and submit MOHC (Master of the High Court) packs, and follow up with the MOHC.
6. Ensure compliance with trust deeds and fiduciary duties.
7. Handle client payments, verify instructions, and distribute bank statements.
8. Assist with meeting preparations, attend meetings, and manage follow-up tasks.
9. Help compile documents for financial statements and tax returns.
10. Arrange client meetings and investment reviews.
11. Maintain high standards in client interactions and general administration.
12. Develop relationships with co-advisors and communicate effectively on client issues.

By submitting your information and application you hereby confirm:
1. That you have no objection to us retaining your personal information in our database for future matching/ POPI Policy.
2. Due to the nature of the position, that we can do an ITC check if our client is interested in your CV.
3. That the information you have provided to us is true, correct, and up to date.

PLEASE NOTE:
Correspondence will only be conducted with shortlisted candidates. Should you not hear from us within 30 days, please consider your application unsuccessful.