Trust Administrator

The Fiduciary Recruitment Group; Cape Town; Hybrid; ZAR 360,000 - 480,000; Full time

Job summary

The Fiduciary Recruitment Group in Cape Town is seeking an experienced Trust Administrator to manage day-to-day administration for an allocated portfolio of approximately 70 trusts. You will work with a Trust Officer to ensure compliance and accurate record-keeping.

The role requires strong organisational skills, attention to detail, and the ability to liaise professionally with clients, Master of the High Court, SARS and other stakeholders. Hybrid work arrangement applies after probation.

Qualifications

• Legal or Secretarial Diploma.
• 3+ years’ trust administration experience in a fiduciary environment.
• Knowledge of the Trust Property Control Act.
• Working knowledge of FAIS, FICA and KYC requirements.

Responsibilities

• Administer new and existing trust client files across an allocated portfolio.
• Maintain accurate trust records and client details.
• Ensure trust files comply with statutory and regulatory requirements.
• Draft trustee resolutions, minutes and trust-related documents.
• Prepare and circulate meeting packs and coordinate trustee meetings.
• Track and follow up on outstanding actions and deadlines.
• Liaise with clients, introducers, Master of the High Court, SARS, accountants and tax practitioners.
• Collate documentation for trust-related submissions to the Master and SARS.
• Arrange trust payments and distributions and assist with trust bank accounts.
• Obtain investment reports and support annual trust planning.
• Maintain internal trust systems and processes.
• Deliver professional service to high-net-worth clients.

Skills

Client liaison

English fluency

Organised

Detail oriented

Multitasking

Working under pressure

Education

Legal or Secretarial Diploma

Law/Trust & Estate qualification

Tools

Microsoft Word

Excel

Outlook

Job description

Cape Town | Permanent | Full-Time | Hybrid

An exciting opportunity for an experienced Trust Administrator to join a professional fiduciary services environment and take responsibility for the day-to-day administration of an allocated portfolio of approximately 70 trusts.

THE OPPORTUNITY

We are looking for a highly organised, detail-driven and client-focused Trust Administrator to support a dedicated Trust team. Working alongside a Trust Officer, you will play an important role in ensuring trust portfolios are administered accurately, efficiently and in line with statutory and regulatory requirements.

ROLE AT A GLANCE

Location

Newlands, Cape Town

Working Hours

Hybrid – 3 days office / 2 days remote after successful completion of probation

08:00 – 16:15, Monday to Friday

WHAT YOU’LL BE RESPONSIBLE FOR

• Administer new and existing trust client files across an allocated portfolio.
• Maintain accurate trust records, client details and trust activity.
• Ensure trust files remain compliant with statutory and regulatory requirements.
• Draft trustee resolutions, minutes and other trust-related documentation.
• Prepare and circulate meeting packs and coordinate trustee meetings.
• Track and follow up on outstanding actions and deadlines.
• Liaise professionally with clients, business introducers, the Master of the High Court, SARS, accountants and tax practitioners.
• Collate documentation for trust-related submissions to the Master and SARS.
• Arrange trust payments and distributions and assist with trust bank accounts.
• Obtain and file investment reports and support annual trust planning.
• Maintain internal trust systems, databases and processes.
• Deliver accurate, professional and timeous service to high-net-worth clients.

Requirements

WHAT WE’RE LOOKING FOR

• Legal or Secretarial Diploma.
• At least 3 years’ trust administration experience within a legal firm, trust company or similar fiduciary environment.
• Sound practical knowledge of the Trust Property Control Act.
• Working knowledge of FAIS, FICA and KYC requirements is required.
• Experience preparing trustee resolutions, meeting agendas and minutes.
• Strong trust administration, document management and typing skills.
• Proficiency in Microsoft Word, Excel and Outlook.
• Excellent client liaison skills, with confidence engaging professionally with high-net-worth clients.
• Ability to manage multiple trust files accurately and work effectively under pressure.
• Fluency in English is essential; Afrikaans proficiency will be an advantage.

ADVANTAGEOUS EXPERIENCE

• Law, Trust and Estate Administration qualification.
• Direct experience liaising with the Master of the High Court and SARS on trust matters.
• Experience with trust bank accounts, payments, distributions and investment reporting.
• Experience drafting wills.

THE IDEAL CANDIDATE

• Highly organised and detail-driven.
• Confident managing multiple trust matters simultaneously.
• Professional and polished when dealing with clients and stakeholders.
• Strong follow-through, ownership and deadline management.

Ready for your next career opportunity?

If you have the relevant experience and qualifications, we would love to hear from you.