27 Jan 2021

Senior Trust & Company Administrator

Ref 33378

A trust company is seeking a Senior Trust & Company Administrator to be 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 role is suitable for a STEP/ICSA qualified professional who will be joining a busy team dealing with private clients. 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.

Applicants must have at least 5 years+ experience in Trust & Company Administration and strong written and verbal communication skills are essential as well as the ability to work accurately and reliably with high attention to detail.

 

 

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