Trust Officer
5 days ago
Trust Officer / Fiduciary Specialist (JB5087)
Woodmead, Johannesburg (Office Based)
R45 000 - R55 000 CTC per month
Provident Fund, Group Risk
Permanent
A leading fiduciary firm specializing in managing trusts is expanding its office and is looking for an experienced Trust Officer / Fiduciary Specialist. If you have a strong background in trust administration, with a focus on maintaining and expanding fiduciary client relationships, this role is for you.
Minimum Requirements:- Relevant graduate degree specific to Law, Accounting, Tax, or Financial Planning.
- 3 or more years of experience as an independent Trust Officer.
- Managed at least 60 trust clients.
- Extensive knowledge of the Trust Property Control Act.
- Thorough understanding of the Income Tax Act, Tax Administration Act, and Estate Duty Act.
- Experience in estate planning (local and offshore) (Advantageous).
- Knowledge of exchange control matters (Advantageous).
- Manage and expand fiduciary client relationships.
- Interpret and apply the Trust Property Control Act.
- Administer trusts with accuracy and compliance.
- Provide expert advice on estate planning and tax regulations.
- Work closely with clients to ensure trust structures are optimized.
- Stay updated on regulatory changes and best practices.
Please do not apply using scanned CVs; no supporting documentation is required at this point; this will be requested later.
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