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.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Legal Jobs in Western Cape
The Western Cape, South Africa is home to a diverse range of industries, offering various career opportunities in the legal field. Typically, these roles involve working in sectors such as financial services, technology, and manufacturing, where companies are often driven by innovation and growth.
Salary expectations for Other Legal positions in the Western Cape can vary widely depending on factors like experience, company size, and industry sector. Generally, junior roles may command a salary range of R400 000 to R600 000 per annum, while senior positions can expect broad ranges from R800 000 to R1,5 million per year, but these figures are subject to variation. It’s essential to note that salaries can fluctuate based on individual performance and the company’s financial situation.
Common skills required for Other Legal roles in Western Cape include strong analytical skills, attention to detail, excellent communication skills, and a solid understanding of business operations. Typically, candidates will also possess relevant professional certifications such as a Professional Diploma in Law or a Bachelor’s degree with a law component. Additionally, proficiency in multiple languages is often an asset, while knowledge of industry-specific software applications can be beneficial. In some cases, experience working in related fields like litigation or contract management may also be advantageous.
Industry sectors commonly employing Other Legal professionals include financial services, technology, and manufacturing. These roles often require a deep understanding of company operations, contracts, and regulatory compliance. In the financial services sector, for example, roles may involve drafting and reviewing contracts, while in technology, they might focus on intellectual property protection or data protection.
Career development opportunities abound in Western Cape’s legal landscape. Typically, professionals who excel in these roles can expect to move into senior positions or pursue careers in related fields like consulting or academia. Professional certifications, such as a Master’s degree with a law component, can also enhance career prospects and increase earning potential.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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