08 Mar 2021

Trust and Company Administrator

Ref 11004

A trust company is looking to recruit a STEP/ ICSA (Part) qualified professional to join their busy team as a 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 they 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)
  • 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

Strong written and verbal communication skills are essential as well as the ability to work accurately and reliably with good attention to detail.

Applicants must have at least 3-4 years experience in Trust & Company Administration.

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