Trust Advisor

Cora O’Neil Recruitment Agency; Somerset West; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency is looking for a Trust Advisor in Somerset West. The ideal candidate must be fully bilingual in Afrikaans and English and possess a legal degree (LLB / B.Com law). Responsibilities include acting as Independent Trustee for clients' trusts, drafting and reviewing trust-related documents, and advising on trust matters. The role offers a gross salary of R25 000 per month plus commission, with a commitment to long-term employment expected.

Qualifications

• Fully bilingual in Afrikaans and English is a must.
• Legal Degree obtained is mandatory.
• Stable employment record with contactable references required.

Responsibilities

• Conduct full Trust Advisory duties for the fiduciary firm.
• Act as Independent Trustee on clients’ trusts.
• Draft and review trusts, wills, and resolutions.
• Advise on trust matters and conduct trustee meetings.

Skills

Bilingual in Afrikaans and English

Excellent communication- and client relations skills

Computer literate in MS Office

Legal knowledge of Trusts

Valid driver's license

Education

Legal Degree (LLB / B.Com law)

Job description

Trust Advisor position available in Somerset West.

Minimum Requirements:

• Young, well presentable and professional individual
• Fully bilingual in both Afrikaans and English a must (Afr & Eng client base / Full proficiency in both)
• Legal Degree obtained a must (LLB / B.Com law etc.)
• Admitted as an Attorney advantageous / preferred
• Recent experience in Trusts preferred, or willing to learn
• Computer literate in MS Office
• Excellent communication- and client relations skills
• Valid driver’s license and own reliable vehicle
• Willing to commit to long term employment with company
• Residing in / near Somerset West a must (Within daily commuting distance)
• Stable employment record and contactable references a must
• To start as soon as possible (preferably January 2026)

Duties and Responsibilities:

• Full Trust Advisory duties for leading fiduciary firm
• Act as company representative in capacity of Independent Trustee on clients’ trusts (At least 100 clients appointed by company)
• Check drafts of new trusts to ensure correctness
• Draft amendments of existing trusts, review and give opinions of existing trusts
• Draft Wills and resolutions
• Review and co-sign Trusts’ AFS when acting as Independent Trustee
• Advise company on all matters pertaining to trusts
• Conduct Annual General Trustee Meetings
• Action various ad hoc email requests from clients
• Attend Wealth Masters seminars on request (attendance fees paid by Company)
• Attend to phone calls from clients and 3rd parties dealing with Trusts and give general trust advice to clients
• Research and keep up to date on all laws and directives pertaining to trusts.
• Attend all FISA regional meeting once enrolled and accepted as a member of the said professional society.

Salary: R25 000 gross basic per month + commission.