Trust And Fiduciary Administrator

Mutual Fund

Pinelands, , South Africa
Fiduciary administration expertise
Trust registration and deregistration
Client relationship management
This role utilises expert knowledge in administration, product, and process to resolve technical and complex problems and acts as a point of escalation for higher complexity matters

Job Summary

  • This role utilises expert knowledge in administration, product, and process to resolve technical and complex problems and acts as a point of escalation for higher complexity matters.
  • Key responsibilities include fiduciary administration, trust management, client onboarding, financial management, and supporting marketing communications and client events.
  • The incumbent will assist fiduciary specialists, manage correspondence with stakeholders, and identify opportunities to enhance processes, systems, and policies.

Matching Summary

This role utilises expert knowledge in administration, product, and process to resolve technical and complex problems and acts as a point of escalation for higher complexity matters.

Skills & Requirements

Must-have

  • Fiduciary administration expertise
  • Trust registration and deregistration
  • Client relationship management
  • Document and records management
  • Financial statement compilation support
  • Process and policy enhancement

Nice-to-have

  • Marketing communications collaboration
  • Procurement and travel booking
  • Legislation and regulation knowledge
  • Tech savvy with database management
  • Effective oral communication
  • Team collaboration skills

Key Requirements

  • Business related degree or diploma
  • 5-7 years Financial Services experience
  • Experience in high net worth environment
  • NQF Level 5 or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter