Deceased Estates Trust Officer

SUMMARY:
Position: Trust Officer (Deceased Estates) 
Location: Bellville, Cape Town (Hybrid – 3 days in office, 2 days remote)
Salary: R600,000 CTC per annum (including benefits)

Introduction

POSITION INFO:

Key Responsibilities

• 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.

• 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.

• 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.

• 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.