Introduction
We are seeking a Trust Administrator to manage the full administration of umbrella trusts and beneficiary fund accounts. This role involves overseeing high volumes of client interactions and asset management on behalf of third parties.
Key Responsibilities
- Perform end-to-end administration of trust and fund accounts.
- Manage trust assets on behalf of third parties (high volume handling).
- Liaise extensively with internal departments and external clients.
- Support the Client Account Manager and the broader team.
- Deliver exceptional service to trust beneficiaries by overseeing the management of their accounts.
Qualifications and Experience
- Minimum Education: Grade 12 (Matric)
- Experience: At least 1 year of relevant experience in trust or employee benefits administration is advantageous.
- Knowledge:
- Understanding of relevant legislation
- Familiarity with financial principles, trust structures, retirement funds, group schemes, and beneficiary funds is beneficial
Key Competencies
- Strong administrative focus
- Sound decision-making and problem-solving abilities
- Accuracy and attention to detail
- Good planning and organisational skills
- Customer-centric mindset
- Team collaboration
- Results-driven and resilient
- Proficient in Microsoft Word and Excel
- Effective communication skills; fluency in an additional official language is an advantage
- Ability to gather and assess information efficiently
- Innovative and solutions-oriented
Personal Attributes
- Professional and ethical conduct
- Committed and dependable
- Self-motivated and flexible
- Neat, presentable, and able to manage high workloads
- Capable of working independently and under pressure
- Goal-oriented with a strong drive to achieve results
Remuneration
Annual Salary: R242,000 per annum
