Trust Administrator

Old Mutual Limited; Cape Town; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Old Mutual Limited in Cape Town is seeking an experienced Fiduciary Administrator to support administration, processes, and fiduciary services, handling complex queries and escalation as needed.

You will contribute to onboarding wills and trusts, manage documentation, and assist with client proposals and reporting, while ensuring regulatory compliance and up-to-date records.

A business-related degree or diploma and 5–7 years in fiduciary or high net worth environments are preferred.

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 in a high net worth environment.
• Knowledge of Fennec Trust Administration Software advantageous.

Responsibilities

• Assist Fiduciary Specialists with trustee meetings and related documentation.
• Manage correspondence with trustees, beneficiaries, donors and directors.
• Trust administration and electronic records upkeep.
• Onboard wills and trusts; monitor onboarding progress and communicate delays.
• Coordinate and plan daily deliveries; safe custody of documentation.
• Support client proposals, drafting and reports as required.

Skills

Computer Literacy

Database Administration

DBMS

Data Queries

Document Management

Office Systems

Oral Communications

Policies & Procedures

Test Case Management

Education

NQF Level 6 Diploma or equivalent

Tools

Fennec Trust Administration Software

Job description

Let’s Write Africa’s Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

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.

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.

This role functions as a subject matter expert in a specific field of administration / product / process.

Key responsibilities will include, amongst others, the following:

Fiduciary Administration

• Assist Fiduciary Specialists with trustee meetings, including all documentation and correspondence related to these meetings.
• Manage all correspondence with trustees, beneficiaries, donors, directors and other relevant stakeholders.
• Trust administration
• Manage filing of documentation and updating of electronic records for safekeeping.
• Liaise and manage correspondence with outsource partners in delivery international fiduciary services to the client, where necessary.
• Registration / deregistering of Trusts and all dealings with the Master of the High Court.
• Back-up to Fiduciary Specialists for drafting of wills.
• Keep up to date with legislation and regulation.

General administration

• Onboarding of wills and trusts, including collation of required application details, information and documentation.
• Monitor above onboarding process, highlight delays and keep all parties informed.
• FICA/FATCA templates and documentation
• Upkeep of the OMWTC client records and registers.
• Coordinate and plan daily deliveries
• Safe custody of documentation.
• Maintain client brochures and templates.
• Assist Fiduciary Specialists with client proposals, drafting and reports as required.
• Procurement, expense claims and travel bookings for the team.
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.

Communication & client management

• 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.

Financial management

• Assist Accounting Specialist with compiling of financial statements.
• Client bank account management and payment management.

Marketing communications

• Work with the OMWTC marketing coordinator and the family office teams to deliver ongoing client communication, client events and engagements.

Qualifications and Experience required:

• 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.

Skills

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 & Procedures, Test Case Management

Competencies

Collaborates

Communicates Effectively

Decision Quality

Ensures Accountability

Manages Complexity

Optimizes Work Processes

Plans and Aligns

Tech Savvy

Education

NQF Level 6 - Diploma, Advance or Occupational Certificate or equivalent

Closing Date

09 September 2026 , 23:59

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.

The Old Mutual Story!