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