Trust Administrator / Trust-administrateur (FN 146)

Introduction / Inleiding

Our client is an established fiduciary services provider with a national footprint. They specialize in trust administration, estate planning, and the professional management of deceased estates. Drawing on decades of industry expertise, they deliver comprehensive asset-protection and compliance solutions to individuals, families, and independent brokers.

LOCATION: Ferndale, Randburg

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Ons kliënt is 'n gevestigde betroubaarheidsdiensverskaffer (fidusiêre diensverskaffer) met 'n nasionale voetspoor. Hulle spesialiseer in trustadministrasie, boedelbeplanning en die professionele bestuur van afgestorwe boedels. Gesteun deur dekades se bedryfskennis, lewer hulle omvattende batebeskerming- en nakomingsoplossings aan individue, gesinne en onafhanklike makelaars.

LIGGING: Ferndale, Randburg

Key Responsibilities / Hoofverantwoordelikhede

• Trust Accounting & Tax Compliance: Manage day-to-day trust accounting and tax services in strict compliance with relevant regulations.

• Client & Manager Reporting: Act as a point of contact for client queries and provide regular, accurate financial reporting to management.

• Fiduciary Administration: Oversee office administration, including the precise filing, record-keeping, and processing of new registrations, terminations, and amendments to trust instruments.

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• Trustrekeningkunde & Belastingnakoming: Bestuur daaglikse trustrekeningkunde en belastingdienste in streng ooreenstemming met toepaslike regulasies.

• Kliënt- & Bestuursverslaggewing: Tree op as 'n kontakpunt vir kliëntenavrae en verskaf gereelde, akkurate finansiële verslaggewing aan die bestuur.

• Fidusiêre Administrasie: Sien om na kantooradministrasie, insluitend die presiese liëring, rekordhouding en verwerking van nuwe registrasies, beëindigings en wysigings van trustinstrumente.

Minimum Requirements / Minimum Vereistes

• Minimum 2+ Years experience in accounting and tax, with administration activities

• Accounting experience with Tax submissions on Trusts and individuals will be advantageous.

• Proficient in Excel, Word, SharePoint, Outlook, Quickbooks (or similar),

• Expereince with Interactions with the Masters’ office.

• Good time management skills.

• Own reliable transport to the office.

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• Minimum 2+ Jaar ondervinding in rekeningkunde en belasting, met administratiewe aktiwiteite.

• Rekeningkundige ondervinding met belastingindienings vir trusts en individue sal tot jou voordeel wees.

• Vaardig in Excel, Word, SharePoint, Outlook, QuickBooks (of soortgelyke sagteware).

• Ondervinding met skakeling of interaksie met die Meester se Kantoor.

• Goeie tydbestuursvaardighede.

• Eie betroubare vervoer na die kantoor.

Salary / Salaris

R15 000 -  R20 000 p/m