Senior Trust Accountant
Market-related salary
Cape Town, CBD
We are seeking a Senior Trust Accountant to join a well-established financial services firm based in Cape Town CBD. The role is ideal for a technically strong financial professional with deep expertise in trust accounting, fiduciary governance, and regulatory compliance.
About the Role
The Senior Trust Accountant will manage the financial administration of a portfolio of trusts, ensuring accurate reporting, regulatory compliance, and high standards of fiduciary governance. This role requires a candidate with a strong understanding of financial statements, trust administration, and exposure to regulatory processes (RE1, RE2, RE5).
Key Responsibilities
Trust Financial Administration
- Prepare, review, and interpret financial statements for trust portfolios
- Manage trust-related transactions, including fund transfers for buying and selling of shares
- Ensure compliance with fiduciary and regulatory requirements
- Liaise with auditors, tax advisors, and external service providers
Regulatory Compliance
- Maintain RE1 (completed or in progress), with exposure to RE2 and RE5
- Ensure adherence to relevant financial services regulations
- Support internal controls and reporting for regulatory audits
Client Interaction (High-Level)
- Communicate and liaise with high-net-worth clients as required
- Provide clear explanations of trust financials and related transactions while maintaining discretion and professionalism
Qualification and Experience :
- Bachelor’s degree in Financial Services, Accounting, Finance, or a related field
- 5 years’ experience in trust accounting and administration
- Significant experience in trust administration and fiduciary reporting
- RE1 certification completed or in progress; exposure to RE2 and RE5
- Strong analytical, problem-solving, and communication skills
Key Competencies
- High integrity and discretion
- Attention to detail and accuracy
- Client-focused mindset
- Ability to work independently with minimal supervision
If you are a motivated, technically skilled professional with experience in trust accounting and regulatory compliance, this is an excellent opportunity to apply your expertise in a dynamic, client-focused environment.
Disclaimer : If we do not contact you within 2 weeks of applying, please consider your application as unsuccessful.