Trust Administration & Governance Specialist

Bdo South Africa; Gauteng; On-site; ZAR 350,000 - 480,000; Full time

Job summary

BDO South Africa is seeking a Trust Specialist to manage an allocated portfolio of trusts and provide trustees with professional, accurate and responsive trust administration support. The role covers onboarding, governance, compliance, trustee meetings, resolutions, beneficial ownership, banking coordination, tax coordination, Master’s Office submissions, annual administration and invoicing.

The position involves reviewing trust deeds, maintaining records for trustees, beneficiaries and FICA,

Qualifications

• Experience in trust administration or fiduciary services is advantageous.
• Strong attention to detail and document management skills.
• Ability to coordinate with trustees, clients and regulators.

Responsibilities

• Manage an allocated portfolio of Trusts in line with the Trust Deed and applicable law.
• Handle client onboarding, governance, compliance, trustee meetings, and records.
• Prepare trustee resolutions, agendas and minutes, and coordinate financial statements, tax, banking and investment requirements.
• Coordinate appointments, resignations, amendments and deregistrations, and respond to Master of the High Court queries.
• Monitor deadlines, compliance, and escalate risk or legal concerns as needed.
• Manage invoicing and communicate effectively with stakeholders.

Job description

BDO South Africa is seeking a Trust Specialist to manage an allocated portfolio of trusts and provide trustees with professional, accurate and responsive trust administration support. The role covers onboarding, governance, compliance, trustee meetings, resolutions, beneficial ownership, banking coordination, tax coordination, Master’s Office submissions, annual administration and invoicing.

The position involves reviewing trust deeds, maintaining records for trustees, beneficiaries and FICA,