Trust ConsultantEstate Administrator
Trust ConsultantEstate Administrator
Posted on :
03-12-2024
Employer Active
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Monthly Salary
Not Disclosed
Salary Not Disclosed
Posted on :
03-12-2024
Job Description
About Us
Brilliant People Outsourcing is a Professional Services Firm based in Umhlanga. We specialize in supporting professional and financial services firms and highly regulated businesses based in the United Kingdom to optimize profitability and enhance customer experiences. With an excellent track record of working with brands in the UK and Europe we offer legal and accountancy risk and compliance administrative and verification product advisory and complaints management in regulated markets
Job Summary
We are seeking a skilled and detailoriented Trust Consultant/Estate Administrator to join our legal team. The successful candidate will provide expert legal advice and services in the areas of trust management estate planning fiduciary compliance and asset protection. This role requires a strong understanding of trust law excellent client relationship skills and the ability to navigate complex legal and financial matters efficiently.
Key Responsibilities
Trust Administration
Brilliant People Outsourcing is a Professional Services Firm based in Umhlanga. We specialize in supporting professional and financial services firms and highly regulated businesses based in the United Kingdom to optimize profitability and enhance customer experiences. With an excellent track record of working with brands in the UK and Europe we offer legal and accountancy risk and compliance administrative and verification product advisory and complaints management in regulated markets
Job Summary
We are seeking a skilled and detailoriented Trust Consultant/Estate Administrator to join our legal team. The successful candidate will provide expert legal advice and services in the areas of trust management estate planning fiduciary compliance and asset protection. This role requires a strong understanding of trust law excellent client relationship skills and the ability to navigate complex legal and financial matters efficiently.
Key Responsibilities
Trust Administration
- Manage and oversee all aspects of trust administration including creation modification and termination of trusts.
- Interpret and implement trust instruments in compliance with legal requirements and client intentions.
- Serve as a liaison between trustees beneficiaries and other stakeholders.
- Advise clients on estate planning strategies asset protection and tax implications.
- Draft wills trust agreements powers of attorney and other legal documents.
- Ensure legal compliance with state and federal laws related to estate and trust management.
- Will interpretation
- Administration of estates deceased curatorship and guardianship.
- Reporting deceased estates
- Drafting Liquidation and Distribution accounts
- Represent clients in trustrelated disputes including litigation or alternative dispute resolution proceedings.
- Provide counsel to trustees and beneficiaries regarding their rights and responsibilities.
- Ensure fiduciary compliance with applicable laws regulations and trust provisions.
- Identify and mitigate risks associated with trust administration.
- Build and maintain strong client relationships by providing exceptional service and tailored legal advice.
- Communicate complex legal concepts in a clear and concise manner.
- Work collaboratively with financial advisors accountants and other professionals to achieve client objectives.
- Stay current on changes in trust law estate planning and tax regulations.
- LLB Degree
- Admitted Attorney
- 3 years of experience in Fiduciary (Trusts and Estates)
- Administration of Trusts (applications and amendments)
- Administration of deceased estates (reporting advertising liquidation and distribution accounts)
- Drafting Wills
- Liaising with the Master of the HighCourt and relevant stakeholders
- FICA knowledge
- Conveyancing knowledge (advantageous)
- Excellent written and verbal communication skills.
- Analytical and problemsolving abilities with a meticulous attention to detail.
- Ability to manage multiple priorities and meet deadlines in a fastpaced environment.
- Strong knowledge of trust and estate laws.
- Ability to advise clients on procedures related to Trusts and Estates
- Ability to interpret Administration of Estates Act
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
