Trust Consultant

4 weeks ago


Sandton, South Africa Forte Recruitment Full time
Job Opportunity

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
  • Manage and administer Intervivos Trusts for private clients, ensuring compliance with relevant regulations and maintaining accurate records.
  • Develop and nurture strong relationships with clients, providing exceptional service and support.
  • Utilize Word and Excel proficiently for documentation and reporting, ensuring timely and accurate delivery of results.
  • Work independently and efficiently manage client portfolios, prioritizing tasks and meeting deadlines.
  • Collaborate with clients to understand their needs and preferences, providing tailored solutions to meet their requirements.

Requirements
  • At least 4 years of experience as a Trust Administrator, with a strong background in Intervivos Discretionary Trusts.
  • Experience working with private clients, HNW and UHNWI individuals, and UUHNWI.
  • Legal degree and proficiency in Afrikaans and English.
  • Ability to work under pressure, handling complex and sensitive client relationships.
  • Strong initiative and pro-active personality, with excellent communication and interpersonal skills.

To apply, please send your CV to nathalie.howard@forterecruit.co.za with the subject line "Intervivos Trust Consultant - JHB Sandton". In the email, please advise your current gross cost to company salary, your salary expectation, and your notice period.



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