Trust Administrator

Description

Trust Administrator Bellville Cape Town

Our Client an Investment company is looking for a Trust Administrator with 5 years plus experience. You will work in the Fiduciary Services / Wealth Management / Trust Services.

 

Salary Negotiable

 

Responsibilities:

·      Trust Administration

·      Draft, review, and amend trust deeds, resolutions, and letters of wishes (in conjunction with legal advisors).

·      Register new trusts with the Master of the High Court and obtain Letters of Authority.

·      Maintain trust minute books, resolutions, and statutory records.

·      Financial & Investment Administration

·      Tax & Compliance – Ensure trusts are registered with SARS for Income Tax, and where applicable, VAT and PAYE.

·      Prepare and submit annual trust tax returns (ITR12T), provisional tax returns (IRP6), and IT3(t) beneficiary reporting.

·      Client & Stakeholder Service – Act as the primary point of contact for trustees, beneficiaries, and clients.

·      Estate & Succession Support and Record-Keeping & Reporting

 

Minimum Requirements

·      Matric (essential) – Bachelor’s degree in Law (LLB), BCom (Accounting/Finance/Investments), or related field (preferred).

·      FPSA, Advanced Diploma in Estate and Trust Administration, or FISA membership (highly advantageous).

·      RE5 certification (advantageous if involved in financial advisory functions).

·      5 years’ experience in trust administration, preferably within an investment company, wealth manager, fiduciary firm, or private bank.

·      Strong understanding of the Trust Property Control Act, Income Tax Act, Estate Duty Act, and Administration of Estates Act.

·      Working knowledge of FICA, POPIA, and Beneficial Ownership requirements

 

Apply online

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