Cape Town City Centre: Deceased Estates Trust Officer

March 11, 2026 Jobs in Cape Peninsula

Job Description

Key Responsibilities Trust Administration Manage and administer a portfolio of Inter Vivos, Court Order, and Testamentary Trusts . Prepare documentation for trust registration and amendments with the Master of the High Court. Interpret trust deeds and ensure administration aligns with their provisions. Prepare trustee resolutions and facilitate annual trustee meetings (agenda and minutes). Ensure trust payments are processed in accordance with approved resolutions. Manage the opening and closing of trust bank accounts . Liaise with relevant third parties and service providers where required. Monitor trust investments and assets in collaboration with financial advisers. Maintain accurate records and prepare monthly portfolio reports . Financial and Compliance Oversight Coordinate with accounting officers on the preparation of annual financial statements . Ensure compliance with tax, legal, and governance requirements . Contribute to risk identification and operational efficiency improvements. Client and Stakeholder Management Provide professional guidance and support to clients and stakeholders. Build and maintain effective relationships with internal teams and external partners. Deliver services in line with agreed service standards and client expectations. Team Contribution Collaborate with colleagues and support team objectives. Maintain up-to-date knowledge of relevant legislation and fiduciary practices. Contribute to process improvements and service delivery enhancements. Minimum Requirements Qualifications Advanced Diploma in Trust and Estate Administration or relevant tertiary qualification in Law, Commerce, or a related field . Professional admission as an Attorney or Accountant is advantageous. Experience Minimum 5 years experience within a trust administration or fiduciary services environment . Membership of professional bodies such as FISA or STEP would be beneficial.

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About Accounting / Finance Jobs in Cape Town Region

In the Cape Town region, accounting and finance positions are typically found in various industries, including financial services, technology, and manufacturing sectors. The job market for these roles is generally stable, with a steady demand for skilled professionals to support business growth and development.

Accountants and finance specialists in Cape Town can expect salaries that range from R400 000 to R1 500 000 per annum, depending on factors such as level of experience, company size, industry sector, and specific job requirements. For example, entry-level positions may start at the lower end of this range, while senior roles or those in larger companies may command higher salaries towards the upper end. However, these figures are only general guidelines and actual salaries can vary significantly depending on individual circumstances.

Common skills required for accounting and finance roles in Cape Town include proficiency in financial software such as SAP or Xero, strong analytical and problem-solving skills, excellent communication and interpersonal skills, a solid understanding of tax laws and regulations, experience with budgeting and forecasting, and a degree in accounting or a related field. Other desirable skills may include knowledge of cloud-based technologies, data analysis tools, and industry-specific regulations.

The financial services sector is one of the largest employers of accountants and finance specialists in Cape Town, followed by technology and manufacturing industries. These sectors require professionals with a strong understanding of financial management, budgeting, and forecasting to support business growth and decision-making. Other industries that may employ accounting and finance staff include construction, tourism, and agriculture.

For those interested in pursuing a career in accounting or finance, there are many opportunities for professional development and advancement. Many companies in Cape Town offer training programs and mentorship schemes to help employees build their skills and expertise. Additionally, certifications such as the Certified Public Accountant (CPA) designation can be beneficial in enhancing career prospects. Overall, a strong foundation in accounting and finance, combined with relevant work experience and industry-specific knowledge, can lead to a successful and rewarding career in this field.

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This information provides general career guidance. Actual salaries and requirements vary by employer.

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