Trust Administrator

SUMMARY:
Trust/Fiduciary Administrator

POSITION INFO:
Our client is looking for a detail-oriented and organized Administrator to join their Fiduciary Services team. This role is key to supporting the smooth day-to-day administration of trusts and agencies, ensuring compliance, accuracy, and excellent client service.
Key Responsibilities:

• Assist with onboarding and maintaining trust records.
• Process payments, journal entries, and investment instructions.
• Support with income tax, provisional tax, and capital gains tax schedules.
• Respond to client and advisor queries via phone and email.
• Prepare monthly and annual administration reports.
• Ensure all client and trust information is accurate and up to date.
• Perform general administrative tasks and workflow management.

• Matric (Grade 12) is required.
• 1–2 years of experience in trust or financial administration is preferred.
• Strong attention to detail, accuracy, and time management.
• Good communication skills and ability to work well in a team.
• Basic understanding of trust administration and KYC processes is a plus.