Head of Trust

3 days ago

Centurion, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Momentum Trust is a division of Momentum, a financial services company with our head offices in Centurion, Gauteng. Momentum has positioned itself to be at the forefront of delivering tools and solutions that will help individuals, families and businesses achieve their financial goals. We are driven by integrity, accountability and excellence and are continuously investing in building up a knowledge base that will enable us to effect a significant improvement in the future financial wellness of our clients.
Role Purpose

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. The Head of Trusts will be responsible for the development of the Operational Plans through which the Trustee and Trust Administration Service will be implemented. As a member of the management team of Momentum Trust, the Head of Trusts will be responsible for overseeing the Trust Department within Momentum Trust, including monitoring performance against targets and for ensuring that adequate risk controls are in place.The Head of Trusts will represent Momentum Trust to major customers and professional institutions.
Requirements

**Experience and Qualifications**

**Qualifications**:

- Legal and/or accounting degree
- Relevant post-graduate qualification will be advantageous
- Professional Admission and / or membership of industry bodies (FPI, STEP & FISA) will be advantageous

**Experience**:

- At least 8 - 10 years' experience in a fiduciary business (trust company or professional practice) at a senior level, which covers:

- Establishment and registration of various types of trusts
- Taking up appointment as trustee on trusts and chairing trustee meetings
- Advice on the role and management of Trusts in estate planning, and providing insight and support to trustees and beneficiaries regarding the administration of their trusts and other estate planning structures
- Auditing Trust Deeds and advising on best practice
- Drafting of documents (agreements and resolutions) associated with the administration of trusts and estate planning structures
- People and project management.

**Additional Requirements**:

- Strategic thinker;
- Deadline driven;
- Strong service orientation;
- Quality conscious;
- Solid administrative skills;
- Good interpersonal skills;
- Bilingual - Fluency in English and Afrikaans;
- Excellent verbal and written communication skills.
Duties & Responsibilities
- Development of Strategy and operational plans;
- Implementation of strategy;
- Achievement of performance objectives set for the Trust Department;
- Management and oversight of Trust Department, including the preparation of management reports;
- Marketing and Client Liaison / engagement with financial advisers;
- Advice on Trust and Trust related matters;
- Momentum Trust nominee on Trusts.
Competencies
- Deciding & Initiating Action;
- Adhering to Principles and Values;
- Presenting and Communicating Information;
- Delivering Results & Meeting Customer Expectations;
- Adapting and Responding to change.

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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