Trust Administrator at Frogg Recruitment

• 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 AdministrationTax & 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