Trust Manager

7 days ago

Pretoria, Gauteng, South Africa Absa Bank Full time
Job Summary

We are seeking a highly skilled and experienced Trust Manager to join our team at Absa Bank. As a Trust Manager, you will be responsible for the administration of Testamentary Trusts, Agencies, Inter Vivos Trusts, Curatorships, Policy Trusts, Road Accident Fund Trusts, and Medical Negligence Trusts.

Key Responsibilities
  • Trust Administration
    • Evaluate and manage the general administration of Trusts, ensuring compliance with the Trust Mandate and legislative parameters.
    • Keep abreast of knowledge and skills relevant to the fiduciary industry, including attending informative sessions and reading communication from the legal department.
    • Evaluate all new files for correctness, feasibility, and addressing potential risks.
    • Ensure that all new files have been captured and added correctly on the trust system.
    • Evaluate and approve/decline all requests from the Trust Officer for financial assistance with motivation for decision within approved boundary of R R Investment approval.
  • Asset Management
    • Manage all types of trust assets, Policies, Investments, and fixed properties.
    • Ensure that assets are bought, sold, or rented at the best possible price for the Beneficiary/ Trust.
    • Ensure that all trust's assets have been adequately and timeously insured.
    • Ensure that all Municipality rates and taxes and rent agencies have been paid timeously.
  • Client Service
    • Interact with walk-in and telephone clients daily.
    • Attend to requests/queries within 48 hours.
    • Ensure that the Trust Officers provide continuous feedback to clients.
    • Ensure adherence to Absa Group's telephone etiquette.
  • Investments
    • Keep abreast of the latest available investment types and potential risks.
    • Manage the revision of existing investment proposals.
    • Ensure that investments are placed as approved.
  • Reports
    • Check reports monthly for discrepancies.
    • Finalize reports on/or before the agreed date.
  • Year End Statements
    • Spot checking the capturing of transactions by the Trust Officer.
    • Follow up on outstanding beneficiary address and update the trust system.
  • SARS E-Filing
    • Evaluate and approve the submission of IT12TR returns.
    • Ensure that the Tax returns are completed and submitted on time.
  • Leadership
    • Develop a high performing Trust team.
    • Coach the Trust Officers on performance development.
    • Ensure that performance development plans are monitored quarterly.
  • Compliance
    • Ensure adherence to ABSA's compliance requirements.
    • Own and agree corrective action items with Internal Audit.
Requirements

We are looking for a candidate with:

  • NQF Level 6: B Degree, Advanced Certificate Estate & Trust Diploma, LEAD Certificate in Deceased Estates, B Comm. Degree.
  • Four (4) years' experience within the Fiduciary environment.
  • Three (3) years' experience in managing people.
  • Three (3) years' experience within the Fiduciary environment as a Trust.
  • Two (2) years' experience in Intermediary Services.
About Us

Absa Bank Limited is an equal opportunity, affirmative action employer.

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