Trust Administrator – High-Value Portfolios (Hybrid)

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

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.