Trust Officer/ Fiduciary Specialist (JB5804)
Woodmead, Johannesburg
R40 000 - R45 000 CTC per month
Permanent

A leading fiduciary firm specializing in managing trusts is expanding its office and is looking for an experienced Trust Officer / Fiduciary Specialist.
If you have a strong background in trust administration, with a focus on maintaining and expanding fiduciary client relationships, this role is for you.

Minimum Requirements:
Relevant graduate degree in Law, Accounting, Tax, or Financial Planning
2 or more years of experience as an independent Trust Officer
Experience managing at least 60 trust clients
Extensive knowledge of the Trust Property Control Act
Thorough understanding of the Income Tax Act, Tax Administration Act, and Estate Duty Act
Experience in estate planning local and offshore an advantage
Knowledge of exchange control matters an advantage

Duties and Responsibilities:
Manage and expand fiduciary client relationships.
Interpret and apply the Trust Property Control Act.
Administer trusts with accuracy and compliance.
Provide expert advice on estate planning and tax regulations.
Work closely with clients to ensure trust structures are optimized.
Stay updated on regulatory changes and best practices.

Please do not apply using Scanned CVs, no supporting documentation is required at this point, this will be requested later.

IMPORTANT: We specialize in specific niche fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.

Kontak Recruitment Disclaimer:
Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements.
Job specifics: Requirements mirror advertisement, duties may adjust for client needs.
Fair process: Fair assessment, only shortlisted candidates contacted due to volume.
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Candidate verification: Candidates selected by the client are verified. False info may disqualify or end employment via the client.
Offer clarity: Advert is not a binding offer. Written offers based on pre-employment conditions.
No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY.
Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, you must verify with Kontak Recruitment.