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Trust Lawyer job description

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Job Summary

Main responsibilities-Trust Lawyer job description

Knowledge, Skills and Abilities-Trust Lawyer job description

Trust Lawyer job description

The role of the Trust Lawyer will be to provide support to the Trust Manager and the incumbent

will be responsible for assisting with the day to day administration of various trust and private

client matters, client relationship management, estate planning and the drafting of Wills and other

legal documents.

OUTLINE OF DUTIES AND RESPONSIBILITIES

7.1 Supporting the Trust Manager of the office in servicing the trust and private

clients, to include:

 

7.1.1 Regular meetings with Trustees and beneficiaries;

7.1.2 Regular reviewing of Trust files in respect of general compliance requirements;

7.1.3 Regular reporting to Trustees and beneficiaries;

7.1.4 Implementing and assisting with the reviewing of total portfolio of trust assets including

investment portfolios;

 

7.1.5 Drafting of relevant legal documents such as lease agreements, loan agreements, parttime

employment contracts;

7.1.6 Attending on general trust administration procedures;

7.1.7 Building and maintaining sound relationships with Trustees, beneficiaries and

Intermediaries;

SKILLS & EXPERIENCE REQUIRED

6.1 A qualified SA attorney with at least three year’s post qualification experience, ideally specialising

in trusts (inter vivos and testamentary) and with a focus on high net worth individuals.

6.2 A working knowledge of basic estate planning, deceased estate administration, the Income Tax

Act and related legislation will be an added advantage.

 

6.3 An interest in the fiduciary industry with the desire to develop a career in this area.

6.4 A systematic work method, good organisational ability and attention to detail.

2

6.5 The ability to draft legal documents such as Wills, resolutions and trust deeds (including ancillarydocumentation).

6.6 The ability to communicate effectively with clients, intermediaries, staff and management in

writing and by telephone.

 

6.7 Leadership skills and the ability to manage a small team.

6.8 The ability to prioritise and plan a challenging workload.

6.9 Good computer skills, and in particular a good knowledge of Microsoft Office (2000) including

Excel, Word, PowerPoint, Access and Outlook email.

7.1.8 Keeping abreast with new developments and legislation pertaining to trusts, including

relevant tax legislation;

7.1.9 Assisting with the setting of departmental budgets and monitoring thereof;

 

7.1.10 Assisting staff members with technical matters relating to the administration of trust and

deceased estates on an ad hoc basis and assisting in the management of the trust team

in the Johannesburg office;

 

7.1.11 Attending to general estate planning, Wills review and Wills drafting.

7.2 Develop a good working knowledge of all areas in the trust business, including estate planning

and estates, as well as trust work to support other areas of the business, as appropriate.