Trust Administrator

Frogg Recruitment; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A reputable law firm is seeking an experienced Trust Administrator in Cape Town. The ideal candidate will have 3-5 years of experience, legal qualifications, and strong administrative skills to manage trust administration and compliance tasks. You will work closely with clients, trustees, and internal teams, ensuring smooth operations in trust management.

Qualifications

• 3 to 5 years Trust Administrator experience.
• Experience working at a law firm.

Responsibilities

• General trust administration.
• Liaise with clients & trustees, arrange and attend trustee meetings.
• Attend to general administration of the trusts.
• Work closely with the responsible director and candidate attorney(s).
• Capture documentation/file notes onto the files/systems.

Skills

Proficiency in administrative procedures and systems

Strong business writing skills

Relevant regulatory knowledge of trusts and companies

Understanding of basic business principles

Knowledge of governance, risk and controls

Basic knowledge of financial statements and income tax

Education

Legal qualification (para-legal or other legal studies qualification)

Job description

Trust Administrator Cape Town

Our law firm client seeks an experienced Trust Administrator with 3‑5 years experience working at a law firm.

Qualifications

• Legal qualification (para‑legal or other legal studies qualification)
• 3 to 5 years Trust Administrator experience
• Proficiency in administrative procedures and systems
• Strong business writing skills
• Relevant regulatory knowledge of trusts and companies
• Understanding of basic business principles/terms and conditions
• Knowledge of governance, risk and controls
• Basic knowledge of annual financial statements and income tax (individuals, trusts, and companies)

Key Responsibilities

• General trust administration
• Liaise with clients & trustees, arrange and attend trustee meetings (when required)
• Attend to general administration of the trusts, including preparation of minutes/agendas for trustee meetings and preparation of meeting packs
• Work in close liaison with the responsible director and candidate attorney(s)
• Ongoing capture of documentation/file notes onto the files/systems
• Liaise with the Master of the High Court, SARS and service providers
• Draft minutes, agendas, resolutions, amendments to Trust Deeds and related Trust documentation, appointment of trustees, billing and debtors, time recording, diary management, completion of documentation, FICA maintenance on all files
• Annual PAIA filings
• Maintain company statutory records and minute books
• Maintain electronic database and statutory records
• Draft and register documentation relating to various simple and complex aspects of Company, Close Corporation, and Trust laws
• Prepare and file annual returns, CIPC compliance checklists, beneficial ownerships, changes to directors/shareholders/MOI's, new company registrations
• Liaise with CIPC, SARS, the Master of the High Court etc regarding related registration
• Reporting and correspondence to clients regarding the registration process
• Assist with administrative duties