Trust Officer / Fiduciary Specialist

Tyron Consultancy; Johannesburg; On-site; ZAR 50,000 - 200,000; Full time

Job summary

A leading fiduciary firm in Woodmead, Johannesburg, is looking for an experienced Trust Officer / Fiduciary Specialist. Responsibilities include managing fiduciary client relationships, interpreting the Trust Property Control Act, and providing expert advice. The ideal candidate will have a relevant graduate degree and extensive experience in trust administration.

Benefits

Provident Fund

Group Risk

Qualifications

• 3+ years experience as an independent Trust Officer.
• Managed at least 60 trust clients.
• Knowledge of the Trust Property Control Act and tax regulations.

Responsibilities

• Manage and expand fiduciary client relationships.
• Administer trusts accurately and in compliance.
• Provide expert advice on estate planning and tax regulations.

Skills

Trust administration

Client relationship management

Compliance

Estate planning

Education

Relevant graduate degree in Law, Accounting, Tax, or Financial Planning

Job description

Trust Officer / Fiduciary Specialist – Woodmead, Johannesburg.

A leading fiduciary firm specializing in managing trusts is expanding its office and is looking for an experienced Trust Officer / Fiduciary Specialist.

If you have a strong background in trust administration, with a focus on maintaining and expanding fiduciary client relationships, this role is for you.

Salary: R40 000 – R50 000 CTC per month plus Provident Fund, Group Risk.

Minimum Requirements:

• Relevant graduate degree specific to Law, Accounting, Tax, or Financial Planning.
• 3 or more years of experience as an independent Trust Officer.
• Managed at least 60 trust clients.
• Extensive knowledge of the Trust Property Control Act.
• Thorough understanding of the Income Tax Act, Tax Administration Act, and Estate Duty Act.
• Experience in estate planning (local and offshore) (Advantageous).
• Knowledge of exchange control matters (Advantageous).

Duties and Responsibilities:

• Manage and expand fiduciary client relationships.
• Interpret and apply the Trust Property Control Act.
• Administer trusts with accuracy and compliance.
• Provide expert advice on estate planning and tax regulations.
• Work closely with clients to ensure trust structures are optimized.
• Stay updated on regulatory changes and best practices.