Job Description Please note this is not an entry level / internship role. The right person MUST have at least 4 years of experience in administrating Trusts. We require an experienced Trust Administrator that has a good work ethic, is dedicated and must have experience working with private clients, HNW or UHNW individuals. With a passion for Trusts.
Requirements
Requirements
- Administer and manage Intervivos Trusts for private clients
- Handle day-to-day operations and ensure compliance with relevant regulations
- Maintain and update trust documentation and records
- Develop and nurture strong interpersonal relationships with clients
- Utilise Word and Excel proficiently for documentation and reporting
- Must have at least 4 years experience as a Trust Administrator
- Must have experience in Intervivos Discretionary Trusts
- Must have experience with Private Clients – HNWI and UHNWI and UUHNWI
- Must have a Legal Degree
- Small private company
- In office
- Must be able to handle pressure and dealing with HNWI and UHNWI’s temperament.
- Ability to work independently and efficiently manage client portfolios
- Personalities – initiative and pro-active
- Must be able to speak English and Afrikaans
To apply:
Please send your CV to with Intervivos Trust Consultant – JHB Sandton in the subject line.
In the email please advise your current gross cost to company salary (before deductions), your salary expectation, (if any) and your notice period.