Trust Administrator

Benefits

Additional Information

Job Description To offer specialist advice across the full trust and tams administration process Hello T r u s t A dmin i s t r ato r We lc o m e t o F N B, t he ho m e o f t he # c hangeab l es. We des i gn f or t he shapesh i f t ers and de l i v er produ ct s and ser v i c es t ha t m ake us i n c red i b l y proud o f peop l e t ha t m ake i t happe n A s par t o f our F i du c i ar y t ea m , y ou w i ll be surrounded b y un i que pro f ess i ona l s w i t h, d i v erse m i nds, and an adap t ab l e en v i ron m en t t ha t l i v es up t o t he pro m i se o f s t a y i ng cur i ous. N o w 's t he t i m e t o i m ag i ne y our po t en t i a l i n a t ea m w here e x per t s co m e t oge t her and i gn i t e e ff e ct i v e chang e R e sp on s i bilitie s : Administer a portfolio of trusts in line with the trust deed and applicable legislation Maintain statutory records, including: Trust deeds and amendments, Letters of authority, Trustee resolutions, Beneficiary registers Prepare trustee meeting packs and minutes. Ensure proper execution of trustee decisions and resolutions. Compliance with trust instrument Cultivate and manage relationships with co-trustees and beneficiaries. Analyse and interpret financial statements advantageous Cultivate and manage objective working relationships with a variety of stakeholders, including accountants, tax advisors, investments advisors, etc Compliance and monitoring of regulatory and legislative requirements associated with Trusts Timely completion of regulatory and tax submissions Accurate processing of distributions and payments Effective trustee support and governance documentation Knowledge of trust law, associated legi and ensure fslation and fiduciary principles Understanding of tax (income tax, CGT, donations tax in SA context) Financial literacy (basic accounting and investments) Deliver exceptional service that exceeds customers' expectations through proactive, innovative, and appropriate solutions. Q ualification s : Relevant tertiary qualification (e.g., Law, Finance, Financial Planning) 3+ years' experience in trust administration, financial planning or fiduciary services Professional qualifications advantageous (FISA; CFP; etc) Y ou will h ave acces s t o : Oppor t un i t i es t o ne tw ork and c o ll abora t e A cha ll eng i ng w ork i ng en v i ron m en t Oppor t un i t i es t o i nno v a t e We ca n b e a matc h if y o u a r e : A n e x per i en c ed ad m i n i s t ra t or H a v e good organ i z a t i ona l sk i ll s H a v e good a cc oun t i ng sk i ll s P ro v i de f an t as t i c c l i en t serv i c e A dap t ab l e and cur i ous A b l e t o ana l y s e c o m p l e x da t a se t s Thr i v e i n co ll abora t i v e A re y ou i n t eres t ed t o t ake t he s t ep? We look f or w ard t o engag i ng w i t h y ou f ur t her. A pp l y no w ! All appo i n t m en t s w i ll be m ade i n l i ne w i t h F i rs t Rand G roup's E m p l o ym en t Equ i t y p l an . The Bank suppor t s t he re c ru i t m en t and adv an c e m en t o f i nd i v i dua l s w i t h d i sab i l i t i es. For us t o f u l f i l t h i s purpose, c and i da t es c an d i s cl ose t he i r d i sab i l i t y i n f or m a t i on on a v o l un t ar y bas i s. The Bank w i ll keep t h i s i n f or m a t i on c on f i den t i a l un l ess w e are requ i red b y la w t o d i s cl ose t h i s i n f or m a t i on t o o t her par t i es . #post #fnb #LI-LK1 Important Closing Date Note Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 06/06/26 All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

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