Trust Management Specialist

4 days ago


Stellenbosch, Western Cape, South Africa The Recruitment Council Full time
Job Description

The Recruitment Council is seeking an Estate Planning Expert to join our team. The successful candidate will be responsible for providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions.

Responsibilities
  1. Establish and structure new trusts, ensuring compliance with legal requirements.
  2. Manage ongoing trust administration, working closely with fiduciary administrators.
  3. Develop and draft personalized wills and estate plans for clients.
  4. Act as executor of estates, coordinating the estate administration process.
  5. Build and maintain strong relationships with clients, providing ongoing fiduciary advisory services.
Requirements
  • LLB degree or other relevant academic qualification.
  • Tax qualification and/or FPSA designation advantageous.
  • Minimum 5 years experience in fiduciary industry, with a proven track record in estate planning and trust management.


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