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    • Trust Officer / Fiduciary Specialist (JB5087) - Johannesburg - Kontak Recruitment

    Kontak Recruitment
    Kontak Recruitment Johannesburg

    1 week ago

    kontak recruitment background
    Description

    Trust Officer / Fiduciary Specialist

    A leading fiduciary firm is expanding its office and seeking an experienced Trust Officer / Fiduciary Specialist.

    About the Role

    This role involves managing and expanding fiduciary client relationships, interpreting and applying the Trust Property Control Act, and administering trusts with accuracy and compliance.

    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

    Requirements

    • Relevant graduate degree in Law, Accounting, Tax, or Financial Planning
    • 3 or more years of experience as an independent Trust Officer
    • Managed 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

    Desirable Skills

    • Experience in estate planning (local and offshore)
    • Knowledge of exchange control matters

    Kontak Recruitment specializes in specific niche fields. Please note that we regret we are unable to provide assistance for any fields outside of this scope. For further information, please refer to our website.

    We follow a fair process, ensuring equal opportunities for all candidates. Only shortlisted candidates will be contacted due to the volume of applications received.

    Data processing complies with our Privacy Policy. By applying, you agree to data handling. We safeguard applicant information.

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