Somerset West, Western Cape: TRUST ADVISOR

Somerset West, Western Cape: TRUST ADVISOR

Minimum Requirements:

-Young, well presentable and professional individual

-Fully bilingual in both Afrikaans and English a must (Afr & Eng client base / Full proficiency in both)

-Legal Degree obtained a must (LLB / B.Com law etc.)

-Admitted as an Attorney advantageous / preferred

-Recent experience in Trusts preferred, or willing to learn

-Computer literate in MS Office

-Excellent communication- and client relations skills

-Valid driver’s license and own reliable vehicle

-Willing to commit to long term employment with company

-Residing in / near Somerset West a must (Within daily commuting distance)

-Stable employment record and contactable references a must

-To start as soon as possible

Duties:

-Full Trust Advisory duties for leading fiduciary firm

-Act as company representative in capacity of Independent Trustee on clients’ trusts (At least 100 clients appointed by company)

-Check drafts of new trusts to ensure correctness

-Draft amendments of existing trusts, review and give opinions of existing trusts

-Draft Wills and resolutions

-Review and co-sign Trusts’ AFS when acting as Independent Trustee

-Advise company on all matters pertaining to trusts

-Conduct Annual General Trustee Meetings

-Action various ad hoc email requests from clients

-Attend Wealth Masters seminars on request (attendance fees paid by Company)

-Attend to phone calls from clients and 3rd parties dealing with Trusts and give general trust advice to clients

-Research and keep up to date on all laws and directives pertaining to trusts.

-Attend all FISA regional meeting once enrolled and accepted as a member of the said professional society.

Salary: R 25 000.00 gross basic + commission

E-mail detailed CV in Word or PDF format (not as a link) to oneilc@telkomsa.net and indicate the following in the subject line:

- Reference CR2793; and

- Your monthly gross basic salary expectation in context with the offered amount.

(Also forward Reference letters and a recent photograph if possible)

APPLICATIONS NOT MEETING ALL REQUIREMENTS WILL BE DELETED.