Job title: Trust Administrator (Fiduciary Services)
Employment type: Full Time
Experience: 3 to 8 years
Salary: R400000 to R420000
Job published: 22 October 2020
Job reference no: 1851311052

Job Description

Trust Administrator (Fiduciary Services)

Excellent career opportunity with listed global Financial Services Group. Work as part of this small high performing team and be responsible for:

  • Fulfil and comply with Fiduciary duty,
  • Prepare Master of the High Court packs, submitting it to the Master,
  • Ensure that the Trust functions properly and that the Trust deed provisions are accurately observed and adhered to,
  • Assist with the compilation of documents for the accounting officer to draft Trust’s Annual Financial Statements and submit Tax,
  • Take responsibility for the administrative client take-on, ensuring that required documentation and signatures have been received from all parties involved to ensure a fully compliant client take-on,
  • Ensure that all interaction with the client is handled in a timely, professional manner, with comprehensive and quality responses that continually exceed the client's expectations. Every contact with a client should be seen as an opportunity to meet our business goal of acquiring new and retaining existing assets.
  • Take responsibility for payments from client bank accounts administered by us and distribute bank statements to clients monthly, as agreed,
  • Take responsibility for updated client records, i.e. loan schedule, cash flow and account balance, etc.,
  • Take responsibility for scheduled events, i.e. payments to take place monthly and on specific future dates, investment reviews or meetings to be arranged, etc.,
  • Develop and maintain sound relationships with co-advisors, be it internal or external,
  • Provide quality input on opportunities and potential threats/risks to the business unit,
  • Assist with or take responsibility for internal projects within Fiduciary Services and Private Clients as they arise, and
  • Provide team support to all areas within the greater Private Clients team and the wider Maitland business.

Qualification and experience

  • Min 3 years relevant experience, within the Trust or Fiduciary Services Sector,
  • Suitable professional qualification(s) adv
  • Knowledge and understanding of the South African Trust legislation, Trust governance and Trust administration,
  • Knowledge of the South African tax legislation as it relates to Fiduciary Services.