Trust Administrator & Fiduciary Assistant

Law firm in Pretoria is looking for a Trust Administrator & Fiduciary Assistant to join their team.

Required skills:

• 2+ years’ experience in Trust Law, ideally in a fiduciary, legal, or financial services environment.
• Alternatively, an administratively strong person with a legal qualification or experience in legal practice or Fiduciary matters.
• Proficient in MICROSOFT SOFTWARE, Teams, SharePoint, Outlook, Word, Excel.
• Excellent Administration skills.
• Administer a portfolio of Trusts and Corporate Entities, ensuring legal and regulatory compliance.
• Draft legal documents including resolutions, amendments, and trustee correspondence.
• Serve as the primary liaison for clients, banks, intermediaries, and related professionals.
• Maintain high-quality client files and ensure compliance with KYC, AML, FATCA, CRS, and other frameworks.

Responsibilities:

• Administering trusts and corporate entities.
• Drafting legal documents (resolutions, amendments, trustee letters).
• Ensuring compliance with KYC, AML, FATCA, CRS, and FIC Act.
• Managing trust registrations, Master of the High Court submissions, and SARS documentation.
• Coordinating trustee meetings and maintaining accurate records.
• Handling banking, invoicing, and document management via Excel, Lexpro, and SharePoint.
• Filing, scanning, collection and recovery of documents, keeping electronic and paper records updated on physical files & Sharepoint.

The ideal candidate should stay in Centurion or Midrand because they will be traveling between offices (Pretoria and Sandton)