Trust Consultant

2 weeks ago


Sandton, South Africa Forte Recruitment Full time
Job Overview

As a seasoned Trust Administrator, you will be responsible for administering and managing Intervivos Trusts for private clients. Your expertise will ensure compliance with relevant regulations and maintain accurate trust documentation and records. Strong interpersonal relationships with clients will be built and nurtured through effective communication. Proficiency in Word and Excel will be utilized for documentation and reporting. A minimum of 4 years of experience as a Trust Administrator is required, with a focus on Intervivos Discretionary Trusts, Private Clients – HNWI and UHNWI, and a Legal Degree. You will be part of a small private company, working in an office environment. The ability to handle pressure and work independently, managing client portfolios efficiently, is essential. Fluency in English and Afrikaans is required.

Requirements
  • Administer and manage Intervivos Trusts for private clients
  • Handle day-to-day operations and ensure compliance with relevant regulations
  • Maintain and update trust documentation and records
  • Develop and nurture strong interpersonal relationships with clients
  • Utilise Word and Excel proficiently for documentation and reporting
  • Must have at least 4 years experience as a Trust Administrator

How 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, (if any) and your notice period.


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