Fiduciary Administrator
Swellendam, Western Cape, South Africa
Job Description
Minimum requirements:
- A bachelors 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.
- 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.
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.
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Job Detail
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Job IdJD1357366
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSwellendam, Western Cape, South Africa
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EducationNot mentioned