Job Summary

Administer high net worth trusts and related entities by managing, investing, and safeguarding all assets in accordance with the Trust Mandate and legal requirements to ensure optimal benefit for beneficiaries.

This role is accountable for the execution of routine tasks and support activities that contribute to service delivery within a business or functional area. The incumbent applies standard procedures, follows defined guidelines, and works under supervision to complete assigned work accurately and efficiently.

Job Description

• Register clients as taxpayers and manage all correspondence with SARS, including oversight of SARS e‑filing, verification of tax return submissions, instruction of tax payments, assessment checks, and audit record maintenance.
• Prepare and send client communications—such as welcome letters and needs analysis forms—in accordance with the Trust Manual, and ensure all required documentatio...