Trust Administrator Bellville, Western Cape Permanent

2 weeks ago

Bellville, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Trust Administrator | Bellville, Western Cape | Permanent

**Category**:

- Administration and Operations

**Job Level**:

- Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

- PSG Financial Services

**Posted on**:

- 05 Feb 2025

**Reference Number**:

- POS38783

**Closing date**:

- 18-Feb-2025

**Position Type**:

- Permanent

**Location**:
**Overview**:
**VACANCY | TRUST ADMINISTRATOR | BELLVILLE, WESTERN CAPE | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Description**:
We are looking for an experienced Trust Administrator to join the PSG Trust fiduciary team, attending to winding up of deceased estates, trust administration and wills drafting with a reference to estate planning.

**Responsibilities**:

- To provide a specialist service offering in respect of trusts, deceased estates, and wills
- Independent administration and responsibility for trust and deceased estates in terms of current legislation
- Drafting Liquidation and Distribution Accounts, reconciliation
- and trust administration statements
- Drafting and interpretation of wills taking into consideration applicable estate planning consequences
- Drafting of legal documents relating to trust
- and deceased estates administration
- Maintaining client contact in a friendly and sensitive manner and furnishing regular progress reports to heirs, beneficiaries and other interested parties
- Trust Queries - correspondence between clients, accountants etc
- Attend to fiduciary related queries from clients and colleagues
- Communication with various service providers and stakeholders to ensure prompt and efficient trust administration
- Keeping monthly
- and annual statistics
- Ensuring record keeping is meticulously maintained
- Submitting New Trusts and amendments to the Master of the High Court and Following up
- Drafting of trust documentations and resolutions
- Opening of Bank Accounts and facilitating trust payments
- Financial Statements - requesting all tax certificates and statements and sending to the accountants

**Minimum Requirements**:

- Bachelor’s degree or equivalent or a legal qualification
- 5 - 7 years’ experience in the administration of estates, trusts and wills in the fiduciary environment

**Competencies**:

- Excellent listening, communication and interpersonal skills
- Ability to work independently; to work accurately with attention to detail
- Proactive approach to work, clients and problem solving
- Taking ownership (accountability) for own work and related responsibilities
- Commitment to offering the highest level of service to clients of the firm and the absolute confidential treatment of clients´ and firm´s affairs
- Adherence to professional standards and ethical behaviour

**How to apply**:

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