Trust Administrator

FROGG Recruitment SA; Cape Town; On-site; ZAR 250,000 - 450,000; Full time

Job summary

FROGG Recruitment is seeking a candidate in Cape Town for a role focusing on trust administration, including drafting legal documents and ensuring compliance with tax obligations. Responsibilities include liaising with clients and maintaining trust records.

The role requires strong interpersonal skills and an understanding of financial and investment processes. Join a supportive team dedicated to trust management.

Responsibilities

• Draft, review, and amend trust deeds, resolutions, and letters of wishes.
• Register new trusts with the Master of the High Court and obtain Letters of Authority.
• Maintain trust minute books, resolutions, and statutory records.
• Ensure trusts are registered with SARS for Income Tax, VAT, and PAYE.
• Prepare and submit annual trust tax returns (ITR12T) and provisional tax returns (IRP6).
• Act as the primary point of contact for trustees, beneficiaries, and clients.
• Provide estate and succession support and maintain record-keeping.

Job description

Key Responsibilities

• Trust Administration: Draft, review, and amend trust deeds, resolutions, and letters of wishes.
• Register new trusts with the Master of the High Court and obtain Letters of Authority.
• Maintain trust minute books, resolutions, and statutory records.
• Financial & Investment Administration
• Tax & Compliance - Ensure trusts are registered with SARS for Income Tax, and where applicable, VAT and PAYE.
• Prepare and submit annual trust tax returns (ITR12T), provisional tax returns (IRP6), and IT3(t) beneficiary reporting.
• Client & Stakeholder Service - Act as the primary point of contact for trustees, beneficiaries, and clients.
• Estate & Succession Support and Record-Keeping & Reporting.