Trust Officer Administrator

1 week ago

Cape Town, South Africa Graduate Placements Full time

A client-focused trust and investment management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years, is seeking to employ a Trust Officer Administrator. This role handles administrative support for the trust officers (financial / investment advisors) within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and third party providers, as well as internal department to ensure that investment and payment instructions are timorously and accurately actioned.

**Responsibilities**:

- Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemption's and switches, and share dealing.
- Ensure necessary authority is obtained, preparation and capturing of same on internal systems (Fundamental, and Climan/ CRM system).
- Daily/ monthly EFT payments to and on behalf of clients, including all verifications preparation and capturing of same on internal systems (Cashman/ CRM system).
- Review debit balances and assist trust officer to take corrective action.
- Onboarding of new clients, and responsible for all client take on documentation, and loading on internal systems.
- Quarterly invoices for ad-hoc fees.
- Preparation of trust administration requirements, and all payments relating to it.
- Client liaison: timorous response to, and resolution of all queries.
- Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as per applicable financial services legislation, ensuring that all investment and payment instructions are compliant.
- Liaison with internal investment administration and support departments.
- Collation of all client monthly and quarterly reporting.
- Collation of tax documentation per client.
- General secretarial support: typing, filing, faxing etc of client correspondence, diary and event management.

**Requirements**:

- Previous brokers’ assistant/ brokers’ secretarial or similar experience with proven track record (3-5 yrs)
- Matric a requirement, preferably with accounting a matric level
- Bookkeeping /accounting/ finance diploma; unit trust/ local and offshore Investment/ life assurance/ will be an advantage
- Computer literacy (intermediate): MS Office suite and excel at an intermediate level
- Ability to work independently
- Attention to detail and excellent organizational skills
- Problem-solving skills and ability to demonstrate initiative

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