Trust Administrator

<p style="text-align:left"><span class="emphasis-2"><b>Let&#39;s Write Africa&#39;s Story Together!</b></span></p><p style="text-align:left"><span class="emphasis-2">Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. </span></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Job Description</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues. <br><br>The incumbent is individually accountable for achieving results through own efforts and will often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.<br><br>This role functions as a subject matter expert in a specific field of administration / product / process.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><b>Key responsibilities will include, amongst others, the following:</b></p><p><b>Fiduciary Administration</b></p><ul><li><p>Assist Fiduciary Specialists with trustee meetings, including all documentation and correspondence related to these meetings.</p></li><li><p>Manage all correspondence with trustees, beneficiaries, donors, directors and other relevant stakeholders.</p></li><li><p>Trust administration</p></li><li><p>Manage filing of documentation and updating of electronic records for safekeeping.</p></li><li><p>Liaise and manage correspondence with outsource partners in delivery international fiduciary services to the client, where necessary.</p></li><li><p>Registration / deregistering of Trusts and all dealings with the Master of the High Court.</p></li><li><p>Back-up to Fiduciary Specialists for drafting of wills.</p></li><li><p>Keep up to date with legislation and regulation.</p></li></ul><p></p><p><b>General administration</b></p><ul><li><p>Onboarding of wills and trusts, including collation of required application details, information and documentation.</p></li><li><p>Monitor above onboarding process, highlight delays and keep all parties informed.</p></li><li><p>FICA/FATCA templates and documentation</p></li><li><p>Upkeep of the OMWTC client records and registers.</p></li><li><p>Coordinate and plan daily deliveries</p></li><li><p>Safe custody of documentation.</p></li><li><p>Maintain client brochures and templates.</p></li><li><p>Assist Fiduciary Specialists with client proposals, drafting and reports as required.</p></li><li><p>Procurement, expense claims and travel bookings for the team.</p></li><li><p>Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.</p></li></ul><p></p><p><b>Communication &amp; client management</b></p><ul><li><p>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.</p></li></ul><p></p><p><b>Financial management</b></p><ul><li><p>Assist Accounting Specialist with compiling of financial statements.</p></li><li><p>Client bank account management and payment management.</p></li></ul><p></p><p><b>Marketing communications</b></p><ul><li><p>Work with the OMWTC marketing coordinator and the family office teams to deliver ongoing client communication, client events and engagements.</p></li></ul><p></p><p><b>Qualifications and Experience required:</b></p><ul><li><p>Business related degree or diploma or extensive hands-on experience in a Fiduciary business.</p></li><li><p>Relevant professional Financial Services Industry experience (min. 5-7 years)</p></li><li><p>Solid administration skills built up within a similar high net worth environment.</p></li><li><p>Knowledge of Fennec Trust Administration Software will be advantageous.</p></li></ul><p> </p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Skills</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Computer Literacy, Database Administration, Database Management Systems (DBMS), Database Queries, Data Controls, Document Management, Executing Plans, Expertise Management System, Knowledge Management, Metadata Management, Object-Oriented Database Management System (OODBMS), Office Systems, Oral Communications, Policies &amp; Procedures, Test Case Management<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Competencies</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Collaborates<h3></h3><h3></h3>Communicates Effectively<h3></h3><h3></h3>Decision Quality<h3></h3><h3></h3>Ensures Accountability<h3></h3><h3></h3>Manages Complexity<h3></h3><h3></h3>Optimizes Work Processes<h3></h3><h3></h3>Plans and Aligns<h3></h3><h3></h3>Tech Savvy<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Education</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>NQF Level 6 - Diploma, Advance or Occupational Certificate or equivalent<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Closing Date</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>09 October 2026 , 23:59<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><i><b>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.</b></i></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><i><span class="emphasis-2"><b>The Old Mutual Story!</b></span></i></p>