Trust Officer/ Fiduciary Specialist (JB5804) at Kontak Recruitment

• A leading fiduciary firm specializing in managing trusts is expanding its office and is looking for an experienced Trust Officer / Fiduciary Specialist.
• If you have a strong background in trust administration, with a focus on maintaining and expanding fiduciary client relationships, this role is for you.

Minimum Requirements:

• Relevant graduate degree in Law, Accounting, Tax, or Financial Planning
• 2 or more years of experience as an independent Trust Officer
• Experience managing at least 60 trust clients
• Extensive knowledge of the Trust Property Control Act
• Thorough understanding of the Income Tax Act, Tax Administration Act, and Estate Duty Act
• Experience in estate planning local and offshore an advantage
• Knowledge of exchange control matters an advantage

Duties and Responsibilities:

• Manage and expand fiduciary client relationships.
• Interpret and apply the Trust Property Control Act.
• Administer trusts with accuracy and compliance.
• Provide expert advice on estate planning and tax regulations.
• Work closely with clients to ensure trust structures are optimized.
• Stay updated on regulatory changes and best practices.