Trust Administrator

BDO

Johannesburg, Gauteng
Permanent
Full-time

1 month ago

DescriptionBDO JHB has a vacancy for a Trust Administrator. Reporting to the Operations Manager, BDO Wealth Advisers.Responsibilities will include the following:

Obtain all relevant legislative and historical documentation for on boarding of new Trusts
Capturing and maintaining the Trust documentation and information on the Trust Portal
Liaison with Trustees and Beneficiaries
Liaison with Tax Practitioners and Accountants
Set up and regularly review Trust workflows and actions.
Maintaining and updating Trust Deed parameters for each trust on the Trust Portal
Collecting and maintaining complete record of all data and documents relating to each trusts
Scheduling annual trust meetings and ensuring recording of meeting minutes and resolutions
Liaising with Legal Adviser for trust actions and amendments

RequirementsYou will be required to have:

+/- 2 years Trust Administration experience
BCOM or BLaw would be an advantage
Excellent communication skills
Computer literacy

This position will require somebody with the following competencies:

Organisational skills
Time management ability
Task driven
Analytical
Supportive skills
Structured

Salary:

Market-related and commensurate with experience and qualifications.

To apply please go to www.bdo.co.za/careersThe closing date for applications is Monday 15 May 2024The appointment will be made in terms of the firm’s Employment Equity Policy.Only short-listed candidates will be contacted.Work LevelJunior ManagementTypePermanentSalaryMarket RelatedEE PositionYesLocationJHB Illovo

BDO

Apply Now