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.

Newlands, Cape Town

Hybrid – 3 days office / 2 days remote after successful completion of probation

08:00 – 16:15, Monday to Friday

• 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.

• 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.

• 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.

• 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.

If you have the relevant experience and qualifications, we would love to hear from you.