Trust Administrator

FROGG Recruitment; Wes-Kaap; Presencial; ZAR 350 000 - 520 000; Tempo integral

Resumo da oferta

Trust Administrator Woodstock Cape Town is sought by a law firm client with 3-5 years experience in trust and company secretarial roles. The role requires solid trust administration experience and knowledge of regulatory aspects for trusts and companies.

The position involves liaising with trustees, drafting minutes and agendas, maintaining statutory records, and handling related administrative and compliance tasks within a law-firm environment.

Qualificações

• Legal qualification (para-legal or other legal studies qualification).
• 3 to 5 years Company Secretarial Administrator / Trust and Company Secretarial Officer experience in a law firm.
• Administrative procedures and systems.
• Business writing skills.
• Regulatory knowledge of trusts and companies.
• Governance, Risk and Controls.
• Basic knowledge of annual financial statements and income tax for individuals, trusts and companies.

Responsabilidades

• General trust administration.
• Liaising with clients / trustees and arranging trustee meetings.
• Preparing minutes, agendas and meeting packs.
• Working with the responsible director and candidate attorney(s).
• Capturing documentation onto files / systems.
• Liaising with Master of the High Court, SARS and service providers.
• Drafting minutes, agendas, resolutions, amendments to trust deeds and related trust documentation.
• Preparing annual returns and CIPC compliance checklists.
• Maintaining company statutory records and minute books.
• Maintaining electronic databases and statutory records.
• Drafting and registering documentation for Company-, Close Corporation-, and Trust laws.
• Liaising with CIPC, SARS, Master of the High Court on registrations.
• Reporting and correspondence to clients re the registration process.
• Assisting with administrative duties.

Conhecimentos

Business writing

Governance & risk

Client liaison

Trust administration

Financial statements knowledge

Tax basics

Formação académica

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

Descrição da oferta de emprego

Trust Administrator Woodstock Cape Town Our Law firm client seeks an experienced Trust Administrator / Company Secretarial Administrator / Trust and Company Secretarial Officer / Trust and Company Administrator with 3-5 years experience working at a Law firm. Must have solid Trust Administration experience.

Salary: Market Related (Depend on experience).

Qualification requirements:

• Legal qualification (para-legal or other legal studies qualification)
• 3 to 5 years Company Secretarial Administrator / Trust and Company Secretarial Officer / Trust and Company Administrator experience
• Administrative procedures and systems
• Business writing skills
• Relevant regulatory knowledge of both trusts and companies
• Basic business principles / terms and conditions
• Governance, Risk and Controls
• Basic knowledge of annual financial statements and income tax (individuals, trusts and companies)

• General trust administration
• Liaising with clients / trustees, arranging and attending at trustee meetings (when required)
• Attending to general administration of the trusts including preparation of minutes / agendas for trustee meetings and preparation of meeting packs
• Working in close liaison with the responsible director and candidate attorney/s
• Ongoing capturing of documentation / file notes onto the files /systems
• Liaison with the Master of the High Court, SARS and service providers
• Drafting of 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. Such aspects will include, but not be limited to, preparation and filing of annual returns, preparation and filing of CIPC Compliance Checklists, preparation of Beneficial Ownerships, changes to directors, - shareholders, - MOI’s and new company registrations
• Liaise with CIPC, SARS, The Master of the High Court etc with regards to related registration
• Reporting and correspondence to clients re the registration process
• Assisting with administrative duties