Independent Trust Advisor & Trustee | Wills Expert

Cora O’Neil Recruitment Agency; Somerset West; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency is looking for a Trust Advisor in Somerset West. The ideal candidate must be fully bilingual in Afrikaans and English and possess a legal degree (LLB / B.Com law). Responsibilities include acting as Independent Trustee for clients' trusts, drafting and reviewing trust-related documents, and advising on trust matters. The role offers a gross salary of R25 000 per month plus commission, with a commitment to long-term employment expected.

Qualifications

• Fully bilingual in Afrikaans and English is a must.
• Legal Degree obtained is mandatory.
• Stable employment record with contactable references required.

Responsibilities

• Conduct full Trust Advisory duties for the fiduciary firm.
• Act as Independent Trustee on clients’ trusts.
• Draft and review trusts, wills, and resolutions.
• Advise on trust matters and conduct trustee meetings.

Skills

Bilingual in Afrikaans and English

Excellent communication- and client relations skills

Computer literate in MS Office

Legal knowledge of Trusts

Valid driver's license

Education

Legal Degree (LLB / B.Com law)

Job description

A recruitment agency is looking for a Trust Advisor in Somerset West. The ideal candidate must be fully bilingual in Afrikaans and English and possess a legal degree (LLB / B.Com law). Responsibilities include acting as Independent Trustee for clients' trusts, drafting and reviewing trust-related documents, and advising on trust matters. The role offers a gross salary of R25 000 per month plus commission, with a commitment to long-term employment expected.