Overview
Senior Trust Accountant Jobs in Cape Town, South Africa at Set Consulting
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.
Title: Senior Trust Accountant
Company: Set Consulting
Location: Cape Town, South Africa
Category:
