Well established and independently owned family office and the largest in Europe, Middle East and Africa (EMEA) Financial Company urgently requires a qualified Trust Administrator, based in Cape Town to start ASAP.

Overall Purpose
Management and accountability for all governance aspects of clients’ South African Trusts. The role requires the ability to manage the numerous concurrent and differing governance aspects of multiple client Trusts at any given time whilst maintaining efficiency, quality and accuracy of work produced.

Qualifications and Experience
• Practical experience within the financial services (wealth management or investment management) arena in a similar role
• Private Client experience a must
• Experience in communicating with high net worth individuals
• University degree preferable
• MS Office suite – high level of proficiency
• Previous experience of NavOne advantageous

Skills
Good understanding of South African trusts and the principles of trust governance to be applied in a family setting
Well-developed project management skills including the ability to manage numerous projects simultaneously
Analytically sharp and strong commercial awareness
Practical experience and understanding of financial accounts as part of a qualification/degree
Financial markets and investment management experience
Previous experience in a similar role advantageous

Principal Elements and Accountabilities
• Update and maintain relevant information on NavOne for each Trust
• Ongoing monitoring of trustee meeting requirements, preparation of documentation for Trustee meetings, assist in the convening of such meetings and ensure they are held regularly
• Accurate drafting and timeous distributing for signing of relevant Trust documents (e.g. resolutions and minutes)
• Monitor the signing and return of all relevant Trust documents
• Ownership of the collation of all externally-produced Trust documents
• Maintenance and administration of in-house files containing all fully signed Trust documentation for each Trust
• Attendance at and liaise with the relevant Masters offices in order to affect any changes with respect to the trusts
• Liaise with 3rd party service providers and with various business contacts, including banks, investment houses, solicitors and property managers/estate agents where required
• Provide Trustees with guidance on their duties, responsibilities and powers including advice on business ethics and good governance
• Report of possible risks in Trusts to the Trustees and ensuring that those risks are addressed
• Ongoing review of Trust governance Processes, Policies and Procedures, recommend improvements to senior SA management and ensure implementation once a course of action is agreed
• In conjunction with local Compliance, ensure that the trusts comply with all relevant laws and corporate governance principles
• Assist in the preparation of relevant Trust input into Family Office presentations, packs and reports including distribution when required
• Assist the relevant internal departments in the collation of client information for the completion of tax returns for individuals, companies and trusts
• Assist the relevant internal departments with the new client take-on process and monitoring progress to completion
• Assist the relevant internal departments in resolving compliance exceptions
• Proactively addressing ad hoc client requests.

Salary: Based on experience