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Somerset West: Trust Advisor – Urgent vacancy posted by Cora O’Neil Recruitment Agency

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Job Description

About the Role

Cora O’Neil Recruitment Agency is seeking an experienced Trust Advisor to join our team in Somerset West. As a trusted advisor, you will provide expert guidance on trust matters to our clients and ensure their financial interests are protected. If you are a motivated and detail-oriented individual with a passion for trusts law, we encourage you to apply.

Key Responsibilities

  • Act as company rep in capacity of Independent Trustee on clients’ trusts
  • Check drafts of new trusts to ensure correctness
  • Draft amendments of existing trusts, review and give opinions of existing trusts
  • Draft Wills and resolutions
  • Review and co-sign Trusts AFS
  • Advise the company on all matters pertaining to trusts
  • Conduct Annual General Trustee Meetings
  • Action various ad hoc email requests from clients
  • Attend to phone calls from clients and 3rd parties dealing with trusts

Requirements

  • Fully bilingual in Afrikaans and English (a must)
  • Legal Degree obtained (LLB/B.Com Law) – Admitted as an Attorney preferred
  • Recent experience in Trusts preferred
  • Computer literate in MS Office
  • Excellent communication and client relations skills
  • Drivers license and own vehicle
  • Willing to commit to long term employment with company

Qualifications

  • Legal Degree obtained (LLB/B.Com Law) – Admitted as an Attorney preferred
  • Recent experience in Trusts preferred

Salary & Benefits

R 25,000 gross basic salary + commission

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About Attorney/Legal Advisor Jobs in Western Cape

In the Western Cape region of South Africa, the demand for Attorney/Legal Advisor positions continues to grow due to the expansion of various industries, particularly in the financial services sector and technology industry.

Typically, salaries for Attorneys/Legal Advisors in the Western Cape can range from R500 000 to R2 million per annum, although this figure may vary widely depending on factors such as experience, company size, and industry sector. It is generally understood that more senior roles or those in larger organizations tend to command higher salaries, while smaller firms or entry-level positions may offer lower compensation packages.

To be successful in this field, Attorneys/Legal Advisors typically require a strong foundation in law, combined with excellent communication, analytical, and problem-solving skills. Common skills in demand for this role include proficiency in one or more of the following: legal research, contract negotiation, dispute resolution, policy development, project management, business acumen, and strategic thinking.

The financial services sector, technology industry, and manufacturing sector are among the common industries that employ Attorneys/Legal Advisors. These professionals often work closely with clients to advise on matters related to contracts, compliance, regulatory issues, and risk management.

Career progression for Attorneys/Legal Advisors in South Africa is generally driven by professional development opportunities, such as obtaining advanced degrees (e.g., LL.M.) or specialized certifications (e.g., CFA). With experience, they may move into senior roles, take on leadership positions, or transition into related fields like corporate governance or business development.


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



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