Trust Administrator

Old Mutual Life Assurance Company (Sa) Ltd; Cape Town; On-site; ZAR 380,000 - 520,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a fiduciary administration expert to support fiduciary specialists and manage trustee relationships in a high‑net‑worth environment.

The role involves onboarding wills and trusts, documentation control, and liaison with master court processes, ensuring compliance and quality client service in a dynamic team.

Qualifications

• Business related degree or diploma or extensive hands‑on experience in a Fiduciary business.
• Minimum 5–7 years of professional Financial Services/Fiduciary administration experience.
• Solid administration skills, knowledge of fiduciary processes and compliance.
• Knowledge of Fennec Trust Administration Software is advantageous.

Responsibilities

• Fiduciary Administration: assist with trustee meetings, documentation and correspondence.
• Trust administration: manage filing, records, and correspondence with partners.
• General administration: onboarding of wills and trusts, gather information and monitor progress.
• FICA/FATCA templates and documentation: maintain client records and templates.
• Communication & client management: support relationships with advisers, trustees and clients.
• Financial management: assist with compiling statements and client account admin.
• Marketing communications: coordinate client communications and events with teams.

Skills

Computer Literacy

Office Systems

Oral Communications

Policies & Procedures

Decision Quality

Time Management

Education

Business degree or diploma

Tools

Fennec Trust Administration Software

DBMS

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.

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.

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.

Key Responsibilities

• 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

Closing Date

Closing Date 09 September 2026 , 23:59

Old Mutual Story

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.