Trust Administrator Cape Town

Our Law firm client seeks an experienced Trust Administrator with 3-5 years experience working at a Law firm or Trust Firms or Accounting firms. Must have solid Trust Administration experience.

Qualification requirements:

Legal qualification (para-legal or other legal studies qualification)

3 to 5 years Trust Administrator experience

Administrative procedures and systems

Business writing skills

Relevant regulatory knowledge of both trusts and companies

Basic business principles / terms and conditions

Governance, Risk and Controls

Basic knowledge of annual financial statements and income tax (individuals, trusts and companies)

Key Responsibilities:

General trust administration

Liaising with clients / trustees, arranging and attending at trustee meetings (when required)

Attending to general administration of the trusts including preparation of minutes / agendas for trustee meetings and preparation of meeting packs

Working in close liaison with the responsible director and candidate attorney/s

Ongoing capturing of documentation / file notes onto the files /systems

Liaison with the Master of the High Court, SARS and service providers

Drafting of minutes, agendas, resolutions, amendments to Trust Deeds and related Trust Documentation, appointment of trustees, billing and debtors, time recording, diary management, completion of documentation, FICA maintenance on all files

Annual PAIA filings

Maintain company statutory records and minute books

Maintain electronic database and statutory records

Draft and register documentation relating to various simple and complex aspects of Company-, Close Corporation – and Trust laws. Such aspects will include, but not be limited to, preparation and filing of annual returns, preparation and filing of CIPC Compliance Checklists, preparation of Beneficial Ownerships, changes to directors, – shareholders, – MOIs and new company registrations

Liaise with CIPC, SARS, The Master of the High Court etc with regards to related registration

Reporting and correspondence to clients re the registration process

Assisting with administrative duties

Please apply online

FROGG Recruitment