An exciting opportunity exists for highly skilled Fiduciary Trust Administrator to join a dynamic team in Swellendam, Western Cape. If you are passionate about trust administration and possess strong managerial abilities, then this role might be of interest to you.
Minimum requirements: - A bachelor’s degree in finance, Accounting, Law, Business Administration, or a related field.
- Professional certification in fiduciary services or estate planning is a plus.
- Minimum of 5 years of experience in trust administration or a similar role, with at least 2 years in a managerial capacity. Proven track record of handling complex trust structures and managing a team.
Skills: - Strong leadership and people management skills.
- Excellent organisational and administrative abilities.
- Proficiency in trust administration software and Microsoft Office Suite.
- Exceptional attention to detail and problem-solving skills.
- Strong interpersonal and communication skills.
Role and responsibilities:
Trust Administration: Oversee and manage the day-to-day administration of various trusts, ensuring compliance with legal and regulatory requirements.
Prepare and review trust documentation, manage trust assets, and handle distributions and transactions.
Team Management: Lead and mentor a team of administrative professionals.
Provide guidance, training, and support to ensure effective performance and development.
Foster a collaborative and productive work environment.
Client Relations: Build and maintain strong relationships with clients, beneficiaries, and other stakeholders.
Address and resolve any issues or queries related to trust
administration.
Compliance and Reporting: Ensure all trust activities comply with relevant laws, regulations, and internal policies.
Prepare and review regular reports, financial statements, and other documentation as required.
Process Improvement: Identify and implement process improvements to enhance efficiency and effectiveness in trust administration.
Stay updated with industry trends and best practices.