Trust Administrator

**Let's Write Africa's Story Together!** Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. **Job Description** This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues. The incumbent is individually accountable for achieving results through own efforts and will often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists. This role functions as a subject matter expert in a specific field of administration / product / process. **Key responsibilities will include, amongst others, the following:** **Fiduciary Administration** * Assist Fiduciary Specialists with trustee meetings, including all documentation and correspondence related to these meetings. * Manage all correspondence with trustees, beneficiaries, donors, directors and other relevant stakeholders. * Trust administration * Manage filing of documentation and updating of electronic records for safekeeping. * Liaise and manage correspondence with outsource partners in delivery international fiduciary services to the client, where necessary. * Registration / deregistering of Trusts and all dealings with the Master of the High Court. * Back-up to Fiduciary Specialists for drafting of wills. * Keep up to date with legislation and regulation. **General administration** * Onboarding of wills and trusts, including collation of required application details, information and documentation. * Monitor above onboarding process, highlight delays and keep all parties informed. * FICA/FATCA templates and documentation * Upkeep of the OMWTC client records and registers. * Coordinate and plan daily deliveries * Safe custody of documentation. * Maintain client brochures and templates. * Assist Fiduciary Specialists with client proposals, drafting and reports as required. * Procurement, expense claims and travel bookings for the team. * Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems. **Communication & client management** * Assist Fiduciary Specialists in managing relationships with financial advisers, clients, trustees, beneficiaries, donors and other client stakeholders to preserve and grow the client relationship with OMWTC. **Financial management** * Assist Accounting Specialist with compiling of financial statements. * Client bank account management and payment management. **Marketing communications** * Work with the OMWTC marketing coordinator and the family office teams to deliver ongoing client communication, client events and engagements. **Qualifications and Experience required:** * Business related degree or diploma or extensive hands-on experience in a Fiduciary business. * Relevant professional Financial Services Industry experience (min. 5-7 years) * Solid administration skills built up within a similar high net worth environment. * Knowledge of Fennec Trust Administration Software will be advantageous. **Skills** Computer Literacy, Database Administration, Database Management Systems (DBMS), Database Queries, Data Controls, Document Management, Executing Plans, Expertise Management System, Knowledge Management, Metadata Management, Object-Oriented Database Management System (OODBMS), Office Systems, Oral Communications, Policies & Procedures, Test Case Management **Competencies** Collaborates Communicates Effectively Decision Quality Ensures Accountability Manages Complexity Optimizes Work Processes Plans and Aligns Tech Savvy **Education** NQF Level 6 - Diploma, Advance or Occupational Certificate or equivalent **Closing Date** 09 September 2026 , 23:59 _**The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.**_ _**The Old Mutual Story!**_