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Trust Administrator

Trust Administrator

IGrow Wealth InvestmentsCPT - Northern Suburbs, Western Cape, ZA
30+ days ago
Job description

IGrow Wealth Investments Group of Companies, proudly positioned as  South Africa’s #1 Investment company, is seeking a Trust Administrator to join their team in Midrand, Gauteng or Durbanville, Cape Town.

We're looking for a detail-oriented Administrator to support trust operations and ensure smooth, compliant administration in our dynamic team.

To qualify for this position, you need :

  • Matric
  • Own transport.
  • Valid drivers license.
  • Strong admin skills.
  • Excellent communication skills, both verbal & written.
  • Excellent record-keeping.
  • Attention to detail.
  • Computer literate.
  • Experience with Xero (advantageous).

Duties and responsibilities include, but not limited to :

  • Smartsheets : Record all payments on sheet and also assist accounting with recons on payments received.
  • Terminations of trusts, preparing documents for submission.
  • Share Certificates & Share Registers.
  • Resolutions - PTA and Cape Town.
  • General Queries (New Consultations / 1st Tier Telephone Calls.
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    Administrator • CPT - Northern Suburbs, Western Cape, ZA