Trust Administrator

3 days ago


Cape Town, Western Cape, South Africa Kontak Recruitment Full time

Job Description

">
  • Manage and maintain accurate and up-to-date trust client files, including contact details.
  • Ensure compliance with all regulatory and statutory requirements locally and internationally.
  • Draft essential documents such as trustee resolutions and meeting minutes.
  • Effectively liaise with third parties, such as SARS, the Master of the High Court, accountants, and tax practitioners.
  • Open and manage trust bank accounts in collaboration with the Treasury Department.
  • Arrange payments, distributions, and investment report filings.
  • Plan and coordinate trustee meetings, ensuring all related tasks and annual schedules are completed on time.
  • Assist clients with the management and maintenance of rental properties.
  • Proactively resolve client queries and issues professionally and efficiently.
  • Monitor and mitigate risks by applying best practices and internal processes.
  • Assist with invoicing and debt collection in collaboration with the Trust Officer.
  • Ensure continuous compliance obligations for trusts and trustees.

Requirements:

  • Completed compliance-related qualifications preferred.
  • 4 or more years of experience within a similar role relating to Trust Accounts.

About Us

Kontak Recruitment specializes in specific niche fields. We welcome applications from individuals with relevant skills and experience.



  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    About the RoleWe are looking for an experienced Trust Manager to manage a team of trust administrators and tax administrators. The successful candidate will be responsible for compiling annual work plans, monitoring team performance, and ensuring compliance with tax regulations.The ideal candidate will have a strong background in finance and a proven track...


  • Cape Town, Western Cape, South Africa Ajtechnicaldr Full time

    About the RoleAjtechnicaldr is recruiting a Trust Officer to join our team. This role involves administering a portfolio of trusts, mainly testamentary, to generate fees and leads.ResponsibilitiesEnsure trust assets are invested in line with company policies and procedures.Develop and maintain knowledge of legislation and industry developments.Implement risk...


  • Cape Town, Western Cape, South Africa Kontak Recruitment Full time

    Trust Compliance Administrator (JB5041)Newlands, Cape Town (Office Based)R45 000 - R55 000 CTC per monthProvident Fund, Group RiskPermanentSeeking a detail-oriented Trust Compliance Administrator to manage and oversee compliance for new and existing Trust client portfolios.This role ensures adherence to the Trust Property Control Act and best practices while...

  • Trust Officer

    2 days ago


    Cape Town, Western Cape, South Africa Conova Recruitment Full time

    Our client, a boutique fiduciary services company, is seeking a Trust Officer / Fiduciary Specialist to join their team. The purpose of the role is to manage the administration of existing Trust clients in accordance with the requirements set out by the Trust Property Act and the company's Practice Manual, as well as identify and report possible issues and...

  • Trust Asset Manager

    2 days ago


    Cape Town, Western Cape, South Africa Conova Recruitment Full time

    Role Overview:The role of Estate Planning Professional involves managing the administration of existing Trust clients. This includes managing and maintaining existing Trust relationships, applying expert knowledge of the Trust Property Control Act, and ensuring superior administration of trusts.Key Requirements:Relevant graduate degree / Diploma with a...

  • Trust Manager

    2 days ago


    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Join this asset manager as a Trust Manager in Cape Town. The successful candidate will be responsible for providing trust administration, accounting and taxation services to the company's stakeholders by managing a team of Trust Administrators and Tax Administrators in line with the company's business strategy.Job Responsibilities:Compile an annual work plan...


  • Cape Town, Western Cape, South Africa Kontak Recruitment Full time

    Job OverviewThis is an exciting opportunity to join our team as a Trust Compliance Administrator. In this role, you will be responsible for managing trust client files, coordinating compliance efforts, and drafting essential documents.Responsibilities:Manage trust client files, ensuring accuracy and completeness.Coordinate compliance efforts, ensuring...

  • Trust Manager Lead

    2 days ago


    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job OverviewThe Recruitment Council is seeking a skilled Trust Manager to join our team. As a key member of our asset management division, you will be responsible for overseeing the administration, accounting, and taxation services provided to our clients.


  • Cape Town, Western Cape, South Africa Ajtechnicaldr Full time

    Job DescriptionNedbank is seeking a Trust Officer to administer a portfolio of trusts, primarily testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services.Key ResponsibilitiesAdminister trust assets in accordance with company policies and procedures.Stay up-to-date with legislation and industry developments...


  • Cape Town, Western Cape, South Africa Ajtechnicaldr Full time

    Nedbank is recruiting and accepting applications for Trust Officer vacancy.Purpose: To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to bank for our clients.ResponsibilitiesAdhere to company policies and procedures...


  • Cape Town, Western Cape, South Africa Ajtechnicaldr Full time

    Nedbank is recruiting and accepting applications for Trust Officer vacancy.Purpose: To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to bank for our clients.ResponsibilitiesAdhere to company policies and procedures...


  • Cape Town, Western Cape, South Africa Kontak Recruitment Full time

    Senior Trust Accountant (JB5039)Newlands, Cape Town (Office Based)R55 000 - R65 000 CTC per monthProvident Fund, Group RiskPermanentTrust Accountant required to join the Trust, Company Accounting and Tax department.This role is ideal for someone detail-oriented, client-focused, and experienced in trust and company accounting.Minimum Requirements:Completed...


  • Cape Town, Western Cape, South Africa Conova Recruitment Full time

    Key Accountabilities:As a Trust Asset Manager, you will be responsible for managing the administration of existing Trust clients, including managing and maintaining existing Trust relationships, applying expert knowledge of the Trust Property Control Act, and ensuring superior administration of trusts.Responsibilities:Manage and maintain existing Trust...


  • Cape Town, Western Cape, South Africa Prescient Limited Full time

    Precise and meticulous, we are seeking an experienced Unit Trust Operations Expert: Authoriser to join our team at Prescient Limited. In this critical role, you will be responsible for reviewing and authorizing account opening applications, verifying client tax details, and ensuring adherence to business rules and regulatory requirements.Your key duties will...

  • Unit Trust Manager

    2 days ago


    Cape Town, Western Cape, South Africa Old Mutual Full time

    Finding the right talent to manage our PSM finance functions is crucial to delivering exceptional administration services to a global retail investment market. We are seeking a skilled individual to join our team as a Senior member of PSM Finance team.The RoleThis position involves performing regular and ad-hoc functions for PSM Finance team.The successful...

  • Tax Administrator

    2 weeks ago


    Cape Town, Western Cape, South Africa Premium Consulting Full time

    Tax Administrator & AccountingREQUIREMENTS:- 3-5 years of experience in a similar tax administration role- Proven experience with SARS submissions and enquiries (essential)- Knowledge of Pastel and CaseWare (advantageous)- Computer literacy- Fluent English communication skills (verbal and written)KEY RESPONSIBILITIES:- Prepare and submit provisional and...

  • Tax Administrator

    7 hours ago


    Cape Town, Western Cape, South Africa Premium Consulting Full time

    Tax Administrator & AccountingREQUIREMENTS:3-5 years of experience in a similar tax administration roleProven experience with SARS submissions and enquiries (essential)Knowledge of Pastel and CaseWare (advantageous)Computer literacyFluent English communication skills (verbal and written)KEY RESPONSIBILITIES:Prepare and submit provisional and final income tax...


  • Cape Town, Western Cape, South Africa Afrizan Personnel Full time

    Job Description:Afrizan Personnel is seeking an experienced Assistant Tax Administrator to join their team in Cape Town. As a key member of the team, you will be responsible for handling SARS enquiries and submission of supporting documents.Key Responsibilities:Handling SARS Enquiries: Respond to SARS queries and submit supporting documents as...


  • Cape Town, Western Cape, South Africa Professional Career Services Full time

    Employer Description A well-established legal practice situated along the Garden Route in the Western Cape, specializing in a wide range of legal services. Job Description Our client is looking for an experienced, detail orientated, professional and highly organized Associate Attorney to join their team as soon as possible.You will be responsible...


  • Cape Town, Western Cape, South Africa Premium Consulting Full time

    JUNIOR ACCOUNTING ADMINISTRATIVE ASSISTANTREQUIREMENTS:- 3+ years of office experience- Excellent English communication skills- Computer literacy (MS Office, particularly Excel)- Ability to work under pressureRESPONSIBILITIES:- Office administration and coordination- Invoicing and accounts management- Client liaison and customer query resolution-...