Trust Specialist

3 months ago

Centurion, South Africa Momentum Life Full time

**Introduction**
- Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- The Trust Specialist will be responsible for the administration of a trust portfolio which will include Inter Vivos Trusts, Testamentary Trusts and Road Accident Fund Trusts. This will include taking responsibility of ones own trust portfolio and the development of business relationships with clients. The incumbent will also be responsible for facilitating internal service coordination to resolve issues and respond to client requests and provide mentoring and guidance to trust officers and administrators in the team. Assist the Head of Trust Administration to develop and implement Momentum Trust's overall strategy to provide Trustee and Trust Administration Services to the market segments in which Momentum Trust has a presence.**Requirements**:
**Qualifications**:
- Relevant tertiary legal or commerce qualification (essential)
- Professional admission as an attorney or accountant (desirable)
- Advanced diploma in trust and estate administration (desirable)

**Experience**:

- Minimum of 5 years experience in a trust & fiduciary services environment
- Exposure to trust administration software
- Membership of industry bodies (e.g. FISA and/or STEP) will be advantageous

**Skills**:

- Interpersonal skills
- Attention to detail
- Resilience
- Adaptability
- Analytical skills
- Planning and Organising skills
- Communication skills
- Self-managing

**Knowledge**:

- Knowledge expert in legal principles applicable to trusts, including the law of trusts, the taxation of trusts and the use of trusts in estate planning
- Basic principles of trust administration
- Microsoft Office
- Ability to implement and maintain proper governance processes relating to the administration of trusts
- Business writing skills

**Duties & Responsibilities**

**Internal Processes:
- Drafting or reviewing of drafted documentation required for the registration and amendment of trusts (Court Order, Testamentary and Inter Vivos Trusts) with the Master of the High Court
- Act as nominee of the trust company on certain trusts
- Day to day administration of a portfolio of trusts, which will include, but not limited to:

- Attend and resolve general queries/requests from clients
- Annual Trustee Meetings:

- Facilitation and attendance
- Preparation or oversee of agenda and minutes
- Preparation or oversee of trustee resolutions
- Oversee the preparation of trust annual financial statements with the trusts’ accounting officer, including providing documentation required to prepare the statements and to ensure that the trusts’ tax affairs are compliant
- Drafting of necessary agreements (if applicable)
- Liaison with third parties on behalf of the trust where required
- Ensure that trust portfolio is up to date at all times
- Provide key support to team members
- Monitoring existing investments and assets in trust portfolio together with the trusts’ financial advisers
- Engagement with financial advisers
- Advice on Trust and Trust related matters
- Preparation of monthly reports
- Provide insight, expertise and focus on the digitization journey of the trust department

**Client Services**
- Provide authoritative, expertise and assistance to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

**People**
- Develop and maintain productive and collaborative working relationships with peers, clients and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
- Effectively manage time and ensure optimal productivity.
- Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
- Be self-confident, self-motivated and relentlessly pursue targets and goals.

**Finance**
- Identify solutions to enhance cost effectiveness and increase operation

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