Trust Administrator

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.

THE OPPORTUNITY

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

Location

Work Arrangement

Working Hours

Newlands, Cape Town

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

08:00 – 16:15, Monday to Friday

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?

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

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.