Minimum requirements:

Matric
Experience in Trust Administration
Understanding of the Deceased Estate Process
Excellent communication skills (Writing, Reading, and Speaking) - Afrikaans and English
Experience in dealing with Customers (Beneficiaries)
Ability to work and effectively communicate with clients and colleagues
Excellent business judgement, analytics, and decision-making skills
Computer literate - Word and Excel
Accounting Knowledge - QuickBooks beneficial

Responsibilities:

Registration of New Trusts
Termination of Trusts
Ad-hoc requests
Annual trust statements
Ensuring tax returns are submitted
Client service to beneficiaries
Updating and managing of Trust database
Other tasks, including inter alia, Filing, follow-ups, engagement with suppliers, engagement with the Master's Office/Correspondents

Consultant: Glicinda Du Plessis - Dante Personnel Johannesburg
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