job description - Trust Administrator
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
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About the company
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BDO is a group of accounting firms that offers accounting, auditing, secretarial, tax, financial services, and risk management.
