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Trust Administrator
FROGG Recruitment Thursday, 11 June 2026Job Summary
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
FROGG Recruitment
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