Senior Trust Accountant

SUMMARY:
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POSITION INFO:

Senior Trust Accountant 

Market-related salary

Cape Town, CBD

We are seeking a Senior Trust Accountant to join a well-established financial services firm based in Cape Town CBD. The role is ideal for a technically strong financial professional with deep expertise in trust accounting, fiduciary governance, and regulatory compliance.

About the Role

The Senior Trust Accountant will manage the financial administration of a portfolio of trusts, ensuring accurate reporting, regulatory compliance, and high standards of fiduciary governance. This role requires a candidate with a strong understanding of financial statements, trust administration, and exposure to regulatory processes (RE1, RE2, RE5).

Key Responsibilities

Trust Financial Administration

• Prepare, review, and interpret financial statements for trust portfolios

• Manage trust-related transactions, including fund transfers for buying and selling of shares

• Ensure compliance with fiduciary and regulatory requirements

• Liaise with auditors, tax advisors, and external service providers

Regulatory Compliance

• Maintain RE1 (completed or in progress), with exposure to RE2 and RE5

• Ensure adherence to relevant financial services regulations

• Support internal controls and reporting for regulatory audits

Client Interaction (High-Level)

• Communicate and liaise with high-net-worth clients as required

• Provide clear explanations of trust financials and related transactions while maintaining discretion and professionalism

Qualification and Experience: 

• Bachelor’s degree in Financial Services, Accounting, Finance, or a related field

• 5 years’ experience in trust accounting and administration

• Significant experience in trust administration and fiduciary reporting

• RE1 certification completed or in progress; exposure to RE2 and RE5

• Strong analytical, problem-solving, and communication skills

Key Competencies

• High integrity and discretion

• Attention to detail and accuracy

• Client-focused mindset

• Ability to work independently with minimal supervision

If you are a motivated, technically skilled professional with experience in trust accounting and regulatory compliance, this is an excellent opportunity to apply your expertise in a dynamic, client-focused environment.

Disclaimer: If we do not contact you within 2 weeks of applying, please consider your application as unsuccessful.