Durban: Legal Advisor | Durban North

About the Role

Our client is a global multidisciplinary firm providing Accounting, Tax, Wealth, and Fiduciary services across South Africa, the UK, and Ireland. They pride themselves on turning uncertainty into clear, confident action and are looking for a Fiduciary Specialist who can uphold their reputation for building trust through meticulous administration and expert advisory.

Key Responsibilities

• Manage the full lifecycle of Trust structures, ensuring they are administered in strict accordance with the Trust Deed and relevant legislation.
• Maintain oversight of trust compliance, ensuring all filings, resolutions, and statutory records are up to date.
• Interpret and explain complex organizational charts and trust structures to clients with clarity.
• Serve, where required, as an Independent Trustee, providing professional oversight and impartial decision-making.
• Draft Basic Agreements, including specialized contracts and internal resolutions.
• Prepare and review Shareholder Agreements and Memorandums of Incorporation (MOI) to ensure corporate governance aligns with trust objectives.
• Expertly Draft Wills, ensuring they integrate seamlessly with the client’s broader fiduciary and tax structures.
• Manage Company Compliance, ensuring all entities within a group structure meet their legal obligations.
• Coordinate the setup and registration of Company Trusts and other corporate vehicles.
• Act as a bridge between the accounting and legal functions to ensure “the HVM Way” of unambiguous data and robust governance is met.

Requirements

Experience: Proven experience in Fiduciary Services or Trust Administration.

Technical Knowledge: Deep understanding of Trust Law, the duties of a Trustee, and the South African Companies Act.

Document Expertise: High proficiency in drafting Wills, MOIs, and Shareholder Agreements.

Analytical Skill: Ability to visualize and manage complex Organizational Charts and multi-layered ownership structures.

Personal Attribute: A “human-first” approach; you must be able to explain complex legalities in a way that provides clients with peace of mind.

Qualifications

No qualifications mentioned.