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Trust Administrator

4 months ago


Johannesburg, Gauteng, Saudi Arabia BDO South Africa Full time

Description

BDO 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

Requirements

You 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