Job Description

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Job Overview

Application Deadline:

3 January 2026

Job Location:

Somerset West, Western Cape

Job Title:

Trust Advisor

Salary Offer:

R25,000

Education Level:

Bachelors Degree

Job Level:

Junior

Minimum Experience:

1 - 3 Years

Trust Advisor position available in Somerset West.

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 (preferably January 2026)

Duties and Responsibilities:

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:

R25 000 gross basic per month + commission.