Trust Officer/Administrator

My client in Randburg is a fully licensed, independent trust company dedicated to providing a full array of fiduciary services. They are looking for a Trust Officer, but would consider a Bookkeeper that wants to learn about trusts. We need someone with good accounting knowledge in this role.

Responsibilities of Trust officer:

• Responsible for full trust administration function
• Registration of new trusts
• Termination of trusts
• Adhoc requests
• Annual Trust statements
• Ensure tax returns submitted
• Client service to Beneficiaries
• Update and manage of Trust database

Requirements for Trust officer:

• Accounting knowledge experience, Quickbooks knowledge advantageous
• Understanding of the Deceased Estate process
• Experience in Trust administration (can be taught)
• Excellent communication skills (writing, reading and speaking) - Afrikaans and English
• Experience in dealing with customers (beneficiaries)
• Ability to work and effectively communicate with clients and colleagues
• Good knowledge of Excel and Word

You can send your CV to [Email Address Removed] for consideration

Desired Skills:

• Accounting
• Bookkeeping
• Trust
• Trust Administration
• Fiduciary

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Diploma