23 Trust And Will jobs in South Africa

Trust Administrator Cape Town

Our Law firm client seeks an experienced Trust Administrator with 3-5 years experience working at a Law firm. Must have solid Trust Administration experience.

Qualification requirements:

Legal qualification (para-legal or other legal studies qualification)

3 to 5 years Trust Administrator experience

Administrative procedures and systems

Business writing skills

Relevant regulatory knowledge of both trusts and companies

Basic business principles / terms and conditions

Governance, Risk and Controls

Basic knowledge of annual financial statements and income tax (individuals, trusts and companies)

Key Responsibilities:

General trust administration

Liaising with clients / trustees, arranging and attending at trustee meetings (when required)

Attending to general administration of the trusts including preparation of minutes / agendas for trustee meetings and preparation of meeting packs

Working in close liaison with the responsible director and candidate attorney/s

Ongoing capturing of documentation / file notes onto the files /systems

Liaison with the Master of the High Court, SARS and service providers

Drafting of minutes, agendas, resolutions, amendments to Trust Deeds and related Trust Documentation, appointment of trustees, billing and debtors, time recording, diary management, completion of documentation, FICA maintenance on all files

Annual PAIA filings

Maintain company statutory records and minute books

Maintain electronic database and statutory records

Draft and register documentation relating to various simple and complex aspects of Company-, Close Corporation - and Trust laws. Such aspects will include, but not be limited to, preparation and filing of annual returns, preparation and filing of CIPC Compliance Checklists, preparation of Beneficial Ownerships, changes to directors, - shareholders, - MOI's and new company registrations

Liaise with CIPC, SARS, The Master of the High Court etc with regards to related registration

Reporting and correspondence to clients re the registration process

Assisting with administrative duties

Please apply online

FROGG Recruitment

About CHABAHIVA Trust

CHABAHIVA Trust is a social investor that supports HIV programmes, projects, or initiatives with the intention to develop the community. The goal is to reduce the spread of HIV. We do this by a series of four incremental innovations which are designed to strengthen and offer support to organisations that respond to HIV prevention and care programmes in the communities they operate in. Our investments within these organisations spread across different provinces in South Africa.

The Role

As the Trust Director, you will provide strategic leadership, oversee operations, and drive fundraising and sustainability initiatives to advance CHABAHIVA Trust's mission. Reporting to the Board, you will play a pivotal role in shaping the organisation's future.

Key Responsibilities

• Strategic Leadership: Develop and implement the Trust's strategic plan to ensure organisational sustainability and growth.

• Fundraising & Partnerships: Lead fundraising efforts, build robust donor networks, and secure funding to support expansion.

• Financial Oversight: Collaborate with financial teams to ensure long-term financial sustainability, manage budgets, and oversee audits.

• Program & Innovation: Drive innovative programs in collaboration with the Program Manager to align with organisational goals.

• Governance & Risk: Develop and monitor policies, ensure compliance, and implement risk and impact management strategies.

• Stakeholder Engagement: Foster strong relationships with donors, stakeholders, and partners to meet organisational objectives.

• People Management: Lead recruitment, team performance, and employee development to build a high-performing team.

• IT & Monitoring: Develop IT and M&E strategies to support organisational goals and ensure operational efficiency.

Requirements

•  Master's degree in business administration (MBA) or business leadership MBL or public health (MPH) with 5 years' experience

•  BCom Management/Finance/Law with 10 years' experience

• Knowledge: Expertise in corporate governance, financial management, risk management, and strategic planning.

• Skills: Strong leadership, strategic thinking, communication, and relationship-building skills.

• Experience: Proven record of accomplishment in organisational leadership, fundraising, and stakeholder management.

• Attributes: Resilient, culturally sensitive, and adaptable with excellent problem-solving and analytical abilities.

Why Join Us?

Be part of a mission-driven organisation making a tangible impact. Lead with purpose, drive innovation, and shape the future of CHABAHIVA Trust.

How to Apply:

Submit your CV and a cover letter outlining your suitability for the role to

Application Deadline:
4 September 2025.

CHABAHIVA Trust is an equal opportunity employer committed to diversity and inclusion.

A Corporate Financial Services Company is seeking to employ graduates working in the field of Unit Trust and adopt the responsibility for the accurate and timeous processing of investors instructions and whatever else is necessary to ensure excellent client delivery whilst upholding the values, standards and integrity of the company.

The Job Specifications are as follows however not limited to in any way:-
Key Areas of Responsibility:-
The processing of all daily client transactions/instructions received via workflow.
Performing validations on incoming client instructions and ensuring that this is done accurately and timeously within the given deadlines.
Ensuring that all FICA requirements are complied with (where relevant).
Confirming receipt of instructions with clients.
Ensuring all incoming work is captured within required turnaround times and before relevant cut-offs.
Attending to queries from clients timeously and diligently.
The correction of all errors in an accurate and timeous manner.
To manage pending cases as well as client follow ups.
To ensure timeous processing of daily workflow so as to meet/exceed client expectations and SLA
Providing clients with superior levels of service.
Maintaining records of all interactions with clients on Siebel.
Ad hoc duties may be required from time to time.
Processing of Finswitch and the sales report on a daily basis.
Processing of all Transfer instructions end to end.
Investigate and resolve queries relating to unit transfer mismatch.
Assisting Investments Admin with queries.
Qualification and Competencies:-
Relevant business / commerce degree
Exceptional attention to detail
Exceptional quality of work
Accuracy
Ability to function well under pressure
Customer focus
Self motivation
Results orientated
Ability to work effectively as part of a team
Good communication skills
Excellent time management skills
Ability to accept responsibility for all tasks done
Flexible, energetic, trustworthy, organised, self disciplined

Normal Office Hours Apply
"Insert Graduate Programme Unit Trust in subject

Our client, an investment management company, is seeking a Trust Compliance Officer. This role provides tax compliance support being responsible for trust tax and related tax compliance support for the Investment advisors within business. The suitable candidate will have prior trust tax experience with a minimum 3-5 years experience.

Responsibilities:

• Completion of ITR12T return, including submission to SARS, and calculations of tax payments and ensuring execution of same
• Completion of e-filing responsibilities on behalf of trust, including IT3(T) Tax submissions
• Raise objections to assessments, and attend to enquiries raised by SARS
• Request and remit payments and attend to client refunds from SARS
• Provide an advisory service on tax matters in relations to income tax for trusts
• Make recommendations on tax planning and provide feedback to Trust Officers/ clients
• Liaison with internal and external clients, and support departments as needed
• Client liaison: timeous response to attending to and resolving all queries; regular and ongoing feedback relating to progress and confirmation of finalisation of matters to internal and external clients

Requirements:

• Minimum of 3-5 years of experience
• Registered tax practitioner, or tax technician, with own tax practitioner or technician code
• Experience in trust tax matters, including understanding of AFS, and trust compliance requirements
• Computer literacy: MS Office suite and Excel at an intermediate level, as well as relevant tax package knowledge and previous experience

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

Junior Fiduciary Assistant

PH Attorneys has an exciting opportunity for a qualified professional to join its commercial and trust office team in Bloemfontein.

Minimum qualifications & experience:

• Must have a 3 - 4 years appropriate legal or financial undergraduate qualification – e.g. LL.B, B.Com (Law), fiduciary qualification, financial qualification or a degree in accounting.

• 2 to 3 years' post-qualification work experience. Work experience in a fiduciary or trust administration environment or a qualification in financial planning or trust administration can be beneficial although not a requirement.

• Able to effectively read, write and communicate in English and Afrikaans.

• Highly computer literate and proficient in Microsoft and online communication platforms such as MS Teams, Zoom etc.

Additional requirements:

• Attention to Detail: Must demonstrate strong attention to detail and accuracy in handling legal documents and trust matters.

• Organizational Skills: Ability to manage multiple tasks efficiently, prioritize workload, and meet deadlines in a fast-paced environment.

• Interpersonal Skills: Strong client-facing skills and ability to maintain professional relationships with clients, trustees, beneficiaries, and colleagues.

• Discretion and Confidentiality: Must exercise a high level of discretion and maintain confidentiality when managing sensitive client information.

• Knowledge of Trust law: Basic understanding of trust law and fiduciary duties will be advantageous, and although not an inherent requirement, will need to be absorbed as part of the job requirements.

• Problem-Solving Skills: Ability to identify issues and seek practical solutions independently or with minimal supervision.

• Numeracy Skills: Basic financial literacy to understand trust statements, fees, and financial documents may be beneficial.

• Teamwork: Ability to work well within a multidisciplinary team as well as independently.

• Willingness to Learn: Demonstrated enthusiasm for further training and professional development within trust administration.

The candidate's responsibilities will include, but not be limited to:

• Comprehensive Trust Administration: Proactively manage all aspects of trust administration, including compliance, bank account management, financial reporting, and tax return preparation.

• Client Relationship Management: Build strong relationships with clients, providing timely updates and addressing their queries with professionalism and empathy.

• Administrative Excellence: Manage diaries, prepare documentation (trustee resolutions, donation agreements, etc.), and maintain accurate records.

• Financial Management: Handle billing, invoice generation, and debt collection efficiently.

• Liaison & Collaboration: Work closely with Wealth Advisors, Fiduciary Specialists, accountants, and the

Master's Office.

• Continuous Improvement: Identify and recommend process enhancements and stay abreast of industry developments.

To apply, please e-mail your CV to

A market-related remuneration package will be offered, dependent on qualifications and experience.

ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED
.

Applications close: 19 September 2025.

Company Description

Join us as Community Trust Manager to lead the strategic delivery of sustainable development initiatives through effective trust governance, stakeholder engagement, and financial oversight. This role requires deep expertise in mining legislation and related compliance requirements, corporate governance in line with legislation and regulations governing community Trusts, and community-focused project management to drive long-term social impact.

Be part of the team. The team that makes it happen.

At Nkulo Community Partnership Trust, our purpose is to positively impact all the communities we touch. We achieve this by taking action - by following through on our commitments, uplifting our communities, and building trust one step at a time. We genuinely want to understand how we can help. Instead of simply saying, "We hear you," we listen to the community and engage directly in meaningful actions. This is our mission, and it's how we strive to make a real difference. Thungela founded community trust in 2021. As then community trusts

Job Description

You will be required to manage the delivery of the Trust's objectives, through effective funding, financial and project management, whilst providing support in relation to legal and regulatory compliance, administration, and effective governance to the Board of Trustees.

More of your responsibilities will include:

• Drive strategic planning for the Trust, ensuring alignment with Thungela's SED approach and impact goals
• Oversee the implementation and tracking of strategic objectives, ensuring timely progress and measurable impact
• Ensure full compliance with legal, fiduciary, and governance obligations, including trust laws and corporate governance practices
• Represent the Trust across Thungela platforms to align Founder and Trust objectives and contribute to Corporate Affairs strategic planning
• Build and maintain strong relationships with beneficiaries, government at national, provincial and local levels, NGOs, funding agencies and implementation partners to deliver context-specific, impactful projects
• Support the preparation of accurate financial reports, support Trust fund investments activities, and coordinate external audits in line with governance frameworks
• Support the design and implementation of funding diversification strategies, including the development of Special Purpose Vehicles and related governance structures
• Support effective Trustee meetings and manage the performance of the Trust Administrator to ensure delivery of the Trust's mandate

Qualifications

• Bachelor's degree in Social Sciences, Finance or Law (NQF Level 7)
• Advantageous: Postgraduate degree in relevant field (NQF Level 8 or 9)
• Advantageous: Applicable certification in project management

Experience

• Minimum of 8 years' experience in social performance; managing corporate trusts, with specific experience of community development trusts
• Proficient experience in designing and managing social improvement / community development projects
• Proficient experience in facilitating multi-stakeholder engagement sessions

Additional Information

• Apply advanced knowledge of mining legislation and trust governance to ensure full legal and regulatory compliance
• Leverage expertise in community development and project management to design and implement impactful, sustainable initiatives
• Utilize strong financial acumen to manage trust finances, including diverse funding mechanisms and investment oversight
• Build and maintain strategic stakeholder relationships, ensuring alignment with Thungela's Corporate Affairs policies and social performance goals
• Ensure adherence to corporate governance standards, with a deep understanding of trust-specific compliance requirements

What we offer

At the Nkulo Community Partnership Trust, we understand meaningful progress is a collective effort. Our journey towards socio-economic development is not undertaken in isolation but through the united strength and collaboration of the entire community. We are committed to working with local stakeholders, partners, and residents to ensure our initiatives are inclusive and impactful. By joining forces and leveraging our shared expertise, we strive to build a future where everyone can thrive. Nkulo Trust's beneficiaries are members of the community surrounding its six operations and the labour sending areas.

How to apply

To apply for this role, please complete our online application form. You will have the opportunity to upload your CV and other relevant documentation as part of this process.

A Corporate Financial Services Company is seeking to employ graduates working in the field of Unit Trust and adopt the responsibility for the accurate and timeous processing of investor's instructions and whatever else is necessary to ensure excellent client delivery whilst upholding the values, standards and integrity of the company.

The Job Specifications are as follows however not limited to in any way:-

Key Areas of Responsibility:-

The processing of all daily client transactions/instructions received via workflow.

Performing validations on incoming client instructions and ensuring that this is done accurately and timeously within the given deadlines.

Ensuring that all FICA requirements are complied with (where relevant).

Confirming receipt of instructions with clients.

Ensuring all incoming work is captured within required turnaround times and before relevant cut-offs.

Attending to queries from clients timeously and diligently.

The correction of all errors in an accurate and timeous manner.

To manage pending cases as well as client follow ups.

To ensure timeous processing of daily workflow so as to meet/exceed client expectations and SLA

Providing clients with superior levels of service.

Maintaining records of all interactions with clients on Siebel.

Ad hoc duties may be required from time to time.

Processing of Finswitch and the sales report on a daily basis.

Processing of all Transfer instructions end to end.

Investigate and resolve queries relating to unit transfer mismatch.

Assisting Investments Admin with queries.

Qualification and Competencies:-

Relevant business / commerce degree

Exceptional attention to detail

Exceptional quality of work

Accuracy

Ability to function well under pressure

Customer focus

Self motivation

Results orientated

Ability to work effectively as part of a team

Good communication skills

Excellent time management skills

Ability to accept responsibility for all tasks done

Flexible, energetic, trustworthy, organised, self disciplined

Normal Office Hours Apply

"Insert Graduate Programme - Unit Trust in subject

• Review and reconcile unallocated payments received into the trust account.
• Identify and allocate payments to the correct debtors using Lexpro and Excalibur .
• Investigate and resolve incorrect or unclear payment references.
• Communicate with clients or debtors when necessary to confirm payment details.
• Maintain accurate records and ensure financial data integrity.
• Support the finance team with general bookkeeping and reconciliation tasks.

• 13 years experience in accounting, bookkeeping, or credit control .
• Experience with trust accounts or legal accounting systems will be advantageous.
• Proficiency in Microsoft Excel and general accounting software.
• Exposure to Lexpro and Excalibur highly beneficial (training can be provided).
• Strong numerical accuracy , problem-solving , and analytical skills.
• Excellent attention to detail and ability to work independently.
• Professional communication skills and a proactive attitude.

• This is a temporary position ideal for someone immediately available and looking to gain valuable experience in a professional legal environment.
• The firm offers a supportive, fast-paced environment with an emphasis on teamwork and accuracy.

• Experience with collecting Medical and related trust/curatorship expenses from RAF
• Must be able to draft court applications
• Maintain, update, and verify trust and curatorship records
• Execute general administrative duties including filing, scanning, and document management
• Attention to detail and meticulous
• Strong verbal and communication skills
• Paralegal or LLB Qualification
• Court Online and Caselines experience
• Experience at Court