Trust Administrator - 3 month contract (Banking)

Isilumko Staffing (JHB); Rosebank; On-site; ZAR 350 000 - 500 000; Full time

Job summary

A respected player in the banking sector is looking for an experienced Trust Administrator to manage trusts and ensure compliance with legal and regulatory requirements. The ideal candidate should have a diploma or degree in Finance, Law, or a related field, along with at least 3 years of experience in trust administration. Strong organisational skills and a client-service orientation are essential for success in this role.

Qualifications

• Minimum of 3 years’ experience in trust administration or a fiduciary role.
• Strong understanding of fiduciary duties and regulatory compliance.
• Ability to manage multiple tasks efficiently.

Responsibilities

• Administer trusts and fiduciary structures.
• Manage trust accounting and financial record keeping.
• Liaise with clients and legal advisors for inquiries.

Skills

Organisational skills

Client service orientation

Communication skills

Attention to detail

Education

Diploma or degree in Finance, Accounting, Law, or Business Administration

Tools

Trust administration systems

Job description

About the Role

Our client, a respected player in the banking sector, is currently seeking an experienced Trust Administrator to join their professional team. The ideal candidate will have a solid background in trust and fiduciary administration, excellent organisational skills, and a proactive, client-focused mindset.

This role involves managing a portfolio of trusts and related entities, ensuring accurate administration in line with legal, regulatory, and client-specific requirements.

Key Responsibilities

• Administer trusts, companies, and other fiduciary structures according to governing documents and relevant laws.
• Manage trust accounting, including payment processing, investment monitoring, and financial record keeping.
• Liaise with clients, beneficiaries, legal advisors, and tax consultants to address inquiries and provide updates.
• Ensure compliance with all internal procedures and regulatory obligations (e.g., FATCA, CRS, AML / CFT).
• Assist with the onboarding of new trusts, including due diligence, document review, and client setup.
• Prepare documentation for trustee decisions, distributions, and routine transactions.
• Maintain up-to-date client records and prepare reports as needed for internal and external stakeholders.

Ideal Candidate Profile

• A diploma or degree in Finance, Accounting, Law, Business Administration, or a related field.
• Minimum of 3 years’ experience in trust administration or a similar fiduciary role.
• Strong understanding of fiduciary duties, trust law, and regulatory compliance.
• Exceptional attention to detail and the ability to manage multiple tasks efficiently.
• Strong communication and interpersonal skills, with a client-service orientation.
• Proficiency in relevant software and trust administration systems.