Fiduciary Trust Administrator — Expert Admin & Compliance

Old Mutual South Africa; Cape Town; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual South Africa is hiring a Fiduciary Administrator to resolve complex problems in fiduciary services, focusing on trusts, wills and client records. You will work as a subject matter expert on administration processes.

The role involves onboarding wills and trusts, maintaining compliance, coordinating with trustees and clients, and supporting financial statements and reporting. A business-related qualification and 5–7 years FS experience are required.

Qualifications

• Business related degree or diploma or extensive hands-on experience in a Fiduciary business.
• Relevant professional Financial Services Industry experience (min. 5-7 years).
• Solid administration skills built up within a similar high net worth environment.
• Knowledge of Fennec Trust Administration Software will be advantageous.

Responsibilities

• Assist Fiduciary Specialists with trustee meetings and related documentation.
• Manage correspondence with trustees, beneficiaries, donors, directors and stakeholders.
• Trust administration and liaison with Master of the High Court where required.
• Onboard wills and trusts; monitor onboarding and inform all parties.
• Coordinate daily deliveries and maintain client records and templates.
• Support client proposals, drafting and reports for fiduciary clients.
• Assist with financial statements and client bank account management.
• Collaborate on client communications and engagement activities.

Skills

Computer Literacy

DBMS Knowledge

Office Systems

Oral Communications

Documentation

Policies & Procedures

Education

NQF Level 6 Diploma

Tools

Fennec Trust

Job description

Old Mutual South Africa is hiring a Fiduciary Administrator to resolve complex problems in fiduciary services, focusing on trusts, wills and client records. You will work as a subject matter expert on administration processes.

The role involves onboarding wills and trusts, maintaining compliance, coordinating with trustees and clients, and supporting financial statements and reporting. A business-related qualification and 5–7 years FS experience are required.