Trust Administrator

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

• Assist Fiduciary Specialists with trustee meetings, including all documentation and correspondence related to these meetings.

• Manage all correspondence with trustees, beneficiaries, donors, directors and other relevant stakeholders.

• Trust administration

• Manage filing of documentation and updating of electronic records for safekeeping.

• Liaise and manage correspondence with outsource partners in delivery international fiduciary services to the client, where necessary.

• Registration / deregistering of Trusts and all dealings with the Master of the High Court.

• Back-up to Fiduciary Specialists for drafting of wills.

• Keep up to date with legislation and regulation.

• Onboarding of wills and trusts, including collation of required application details, information and documentation.

• Monitor above onboarding process, highlight delays and keep all parties informed.

• FICA/FATCA templates and documentation

• Upkeep of the OMWTC client records and registers.

• Coordinate and plan daily deliveries

• Safe custody of documentation.

• Maintain client brochures and templates.

• Assist Fiduciary Specialists with client proposals, drafting and reports as required.

• Procurement, expense claims and travel bookings for the team.

• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.

• Assist Fiduciary Specialists in managing relationships with financial advisers, clients, trustees, beneficiaries, donors and other client stakeholders to preserve and grow the client relationship with OMWTC.

• Assist Accounting Specialist with compiling of financial statements.

• Client bank account management and payment management.

• Work with the OMWTC marketing coordinator and the family office teams to deliver ongoing client communication, client events and engagements.

• Business related degree or diploma or extensive hands-on experience in a Fiduciary business.

• Relevant professional Financial Services Industry experience (min. 5-7 years)

• Solid administration skills built up within a similar high net worth environment.

• Knowledge of Fennec Trust Administration Software will be advantageous.

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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