04 Nov 2019

Senior Trust & Company Administrator

Ref 32775

A financial and fiduciary services business is seeking a STEP/ICSA (part) qualified professional to join a busy team dealing with private clients as a Senior Trust & Company Administrator.

The successful candidate will provide an exceptional level of service to the relationship officers in South Africa who service the underlying client base as well as those clients we service directly.

The Trust & Company Administrators are involved in all aspects of client administration including but not limited to:

  • Bookkeeping
  • General administration of a portfolio of Trust & Companies
  • Statutory work (minutes, agreements, Trust Instruments as required)
  • Liaise with clients, intermediaries and other institutions
  • Purchase and sale of a wide range of investments and assets including properties
  • Making payments, distributions, invoices, investments etc
  • Involvement in the investment process, entering the purchase/sale of investments into the Trust/Company books and ensuring that all investments are up to date.
  • Client due diligence – ensuring CDD is up to date
  • Preparation of client reports

The desirable candidate will have at least 4 years+ experience in Trust & Company Administration, have strong written and verbal communication skills as well as the ability to work accurately and reliably with high attention to detail.

 

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