Job Title: Trust Administrator
Location: Sandton - Bryanston
trusts or private clients affairs, working closely with
Master;
based deceased estate firm has a vacancy for a Trust Officer. Minimum Requirements Good communication in trust administration. Overview of duties • Registration of new trusts. • Termination of trusts. • • Annual Trust Statements. • Client service to beneficiaries. • Updating and arranging trust database
based deceased estate firm has a vacancy for a Trust Officer. Minimum Requirements Good communication in trust administration. Overview of duties • Registration of new trusts. • Termination of trusts. • • Annual Trust Statements. • Client service to beneficiaries. • Updating and arranging trust database
Managers. The incumbent would act as the client's trusted advisor on all matters pertaining to tax. This clients and Wealth Manager. Offshore and local trust advisory and facilitation – liaising and project management with third party or internal fiduciary team/trust officer. Assisting with client emigration matters knowledge. Keep up to date with latest tax and exchange control legislation. Contributing to internal
the sales community. This allows for knowledge exchange, potential leads, and career advancement opportunities long-term relationships with customers fosters trust and loyalty, contributing to repeat business and ethical standards in your sales interactions. Build trust with customers by being honest, transparent, and
of 5 years experience with executive management, trust governance, Board and Audit, and/or Risk and Compliance
development
- Sound knowledge of the law applicable to Trusts and a good understanding of the fiduciary duties
fulfil the mandate of the Trust and to ensure that the interests of the Trust and beneficiaries are protected
act in accordance with the rules of the Deed of Trust.
Meetings
There are four Board meetings
return traffic to the store. How you add value Build trust with our customers Keep customers coming back to product knowledge through training, knowledge exchange and working with suppliers. What will make you
return traffic to the store. How you add value Build trust with our customers Keep customers coming back to product knowledge through training, knowledge exchange and working with suppliers. What will make you
Schemes / Retirement Funds / Linked Life Companies / Exchange Traded Funds (ETFs)
property company listed on the Johannesburg Stock Exchange, dedicated to excellence in property management