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A recruitment agency in South Africa is seeking a Trust Administrator to provide fiduciary support and manage client relationships. The ideal candidate must have experience in trust administration and work with high-net-worth clients. Strong communication skills, proficiency in MS Word and Excel, and a reliable transport are necessary. Knowledge of Afrikaans is essential. This position offers a salary range from R15 000 - R35 000 depending on experience and qualifications.
Job Title : Trust Administrator (Jnr + Snr)
Location : Sandton - Bryanston
Salary : R15 000 - R35 000 depending on experience and qualifications
Experience / knowledge in Trusts - Essential for these positions.
Non- negotiable qualifications and experience required :
Requirements
Beneficial requirements :
Duties and responsibilities
1. Provide end-to-end fiduciary support and administration for clients.
2. Build and maintain client relationships to support business growth.
3. Assist with client trusts, FICA and UBO compliance, and maintain accurate records.
4. Support client take-on by collecting documentation and ensuring profiles are updated.
5. Prepare and submit MOHC (Master of the High Court) packs, and follow up with the MOHC.
6. Ensure compliance with trust deeds and fiduciary duties.
7. Handle client payments, verify instructions, and distribute bank statements.
8. Assist with meeting preparations, attend meetings, and manage follow-up tasks.
9. Help compile documents for financial statements and tax returns.
10. Arrange client meetings and investment reviews.
11. Maintain high standards in client interactions and general administration.
12. Develop relationships with co-advisors and communicate effectively on client issues.
By submitting your information and application you hereby confirm :
1. That you have no objection to us retaining your personal information in our database for future matching / POPI Policy.
2. Due to the nature of the position, that we can do an ITC check if our client is interested in your CV.
3. That the information you have provided to us is true, correct, and up to date.
PLEASE NOTE :
Correspondence will only be conducted with shortlisted candidates. Should you not hear from us within 30 days, please consider your application unsuccessful.