Trust Administrator
1 month ago
We are seeking an experienced Trust Administrator to join our team at Forte Recruitment. The ideal candidate will have a strong background in administering Intervivos Trusts for private clients, with a minimum of 4 years of experience in the field.
Key Responsibilities:- Administer and manage Intervivos Trusts for private clients, ensuring compliance with relevant regulations.
- Handle day-to-day operations, including maintaining and updating trust documentation and records.
- Develop and nurture strong interpersonal relationships with clients, utilizing excellent communication skills.
- Utilize Word and Excel proficiently for documentation and reporting.
- Manage client portfolios efficiently, working independently with initiative and pro-activity.
- At least 4 years of experience as a Trust Administrator.
- Experience in Intervivos Discretionary Trusts.
- Experience working with Private Clients - HNWI and UHNWI.
- Legal Degree.
- Ability to work independently and efficiently manage client portfolios.
- Personalities - initiative and pro-active.
- Must be able to speak English and Afrikaans.
To apply, please send your CV to nathalie.howard@forterecruit.co.za with Intervivos Trust Consultant - JHB Sandton in the subject line. In the email, please advise your current gross cost to company salary (before deductions), your salary expectation, and your notice period.
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