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.
Requirements:
- 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.
Why Join?
This is an excellent opportunity to work with a professional and supportive team in a reputable fiduciary services environment. The role offers room for growth and valuable industry exposure.
