SUMMARY:
Our client based in Lynnwood, is seeking a legally qualified professional with a solid grasp of estate administration and trust registration.
Looking for a dynamic Internal Legal Advisor at a leading financial institution. If you are passionate about delivering practical legal solutions in a corporate environment and thrive in a fast-paced setting, this opportunity is for you.
POSITION INFO:
Key Responsibilities:
Estate Administration
- Manage deceased estates from start to finish, ensuring seamless administration from reporting the estate to final distribution.
- Handle all processes including Master’s office submissions, liquidation and distribution accounts, and estate duty compliance.
Wills & Trusts- Draft and execute wills with attention to legal and client-specific nuances.
- Register and manage inter vivosand testamentary trusts in compliance with applicable regulations.
Compliance & Governance- Draft and review internal compliance documentation in line with financial and regulatory standards.
- Support the compliance department with legal insight and ensure adherence to applicable legislation (FICA, FAIS, POPIA, etc.).
Commercial Legal Support- Assist with drafting and reviewing commercial contracts, including buy-and-sell agreements, sale of shares, MOIs, and shareholder agreements.
Minimum Requirements: - Bachelor of Laws (LLB) degree
- Admitted Attorney (advantageous)
- Minimum 3 years’ relevant experience.
- In-depth knowledge of the Administration of Estates Act, Trust Property Control Act, and Companies Act
- Strong understanding of estate duty, tax implications, and fiduciary law
- Exceptional drafting skills and attention to detail
What our client offer: - Career development in a collaborative and professional legal environment
- Exposure to high-value transactions and multi-disciplinary teams
- Opportunity to contribute meaningfully in a purpose-driven financial institution
Should you not receive a response within 10 working days, please consider your application as unsuccessful
