TRUST ADMINISTRATOR

Cape Town | Permanent | Full-Time | Hybrid

An exciting opportunity for an experienced Trust Administrator to join a professional fiduciary services environment and take responsibility for the day-to-day administration of an allocated portfolio of approximately 70 trusts.

We are looking for a highly organised, detail-driven and client-focused Trust Administrator to support a dedicated Trust team. Working alongside a Trust Officer, you will play an important role in ensuring trust portfolios are administered accurately, efficiently and in line with statutory and regulatory requirements.

ROLE AT A GLANCE

WHAT YOU’LL BE RESPONSIBLE FOR

• Administer new and existing trust client files across an allocated portfolio.

• Maintain accurate trust records, client details and trust activity.

• Ensure trust files remain compliant with statutory and regulatory requirements.

• Draft trustee resolutions, minutes and other trust-related documentation.

• Prepare and circulate meeting packs and coordinate trustee meetings.

• Track and follow up on outstanding actions and deadlines.

• Liaise professionally with clients, business introducers, the 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 and file investment reports and support annual trust planning.

• Maintain internal trust systems, databases and processes.

• Deliver accurate, professional and timeous service to high-net-worth clients.

Requirements

WHAT WE’RE LOOKING FOR

• Legal or Secretarial Diploma.

• At least 3 years’ trust administration experience within a legal firm, trust company or similar fiduciary environment.

• Sound practical knowledge of the Trust Property Control Act.

• Working knowledge of FAIS, FICA and KYC requirements is required.

• Experience preparing trustee resolutions, meeting agendas and minutes.

• Strong trust administration, document management and typing skills.

• Proficiency in Microsoft Word, Excel and Outlook.

• Excellent client liaison skills, with confidence engaging professionally with high-net-worth clients.

• Ability to manage multiple trust files accurately and work effectively under pressure.

• Fluency in English is essential; Afrikaans proficiency will be an advantage.

ADVANTAGEOUS EXPERIENCE

• Law, Trust and Estate Administration qualification.

• Direct experience liaising with the Master of the High Court and SARS on trust matters.

• Experience with trust bank accounts, payments, distributions and investment reporting.

• Experience drafting wills.

THE IDEAL CANDIDATE

• Highly organised and detail-driven.

• Confident managing multiple trust matters simultaneously.

• Professional and polished when dealing with clients and stakeholders.

• Strong follow-through, ownership and deadline management.

Ready for your next career opportunity?

Apply by submitting your CV via email to stef@thefrg.co.za and cc monique@thefrg.co.za with the subject line: “Trust Administrator CT SS”

For further enquiries, please contact the recruitment team on 021 553 5000.