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.