Trust and Fiduciary Administrator

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

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This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues.

The incumbent is individually accountable for achieving results through own efforts and will often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.

This role functions as a subject matter expert in a specific field of administration / product / process.

Key responsibilities will include, amongst others, the following:

Fiduciary Administration

• Assist Fiduciary Specialists with trustee meetings, including all documentation and correspondence related to these meetings.
• Manage all correspondence with trustees, beneficiaries, donors, directors and other relevant stakeholders.
• Trust administration
• Manage filing of documentation and updating of electronic records for safekeeping.
• Liaise and manage correspondence with outsource partners in delivery international fiduciary services to the client, where necessary.
• Registration / deregistering of Trusts and all dealings with the Master of the High Court.
• Back-up to Fiduciary Specialists for drafting of wills.
• Keep up to date with legislation and regulation.

General administration

• Onboarding of wills and trusts, including collation of required application details, information and documentation.
• Monitor above onboarding process, highlight delays and keep all parties informed.
• FICA/FATCA templates and documentation
• Upkeep of the OMWTC client records and registers.
• Coordinate and plan daily deliveries
• Safe custody of documentation.
• Maintain client brochures and templates.
• Assist Fiduciary Specialists with client proposals, drafting and reports as required.
• Procurement, expense claims and travel bookings for the team.
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.

Communication & client management

• Assist Fiduciary Specialists in managing relationships with financial advisers, clients, trustees, beneficiaries, donors and other client stakeholders to preserve and grow the client relationship with OMWTC.

Financial management

• Assist Accounting Specialist with compiling of financial statements.
• Client bank account management and payment management.

Marketing communications

• Work with the OMWTC marketing coordinator and the family office teams to deliver ongoing client communication, client events and engagements.

Qualifications and Experience required:

• Business related degree or diploma or extensive hands-on experience in a Fiduciary business.
• Relevant professional Financial Services Industry experience (min. 5-7 years)
• Solid administration skills built up within a similar high net worth environment.

Skills

Computer Literacy, Database Administration, Database Management Systems (DBMS), Database Queries, Data Controls, Document Management, Executing Plans, Expertise Management System, Knowledge Management, Metadata Management, Object-Oriented Database Management System (OODBMS), Office Systems, Oral Communications, Policies & Procedures, Test Case Management

Competencies

Collaborates

Communicates Effectively

Decision Quality

Ensures Accountability

Manages Complexity

Optimizes Work Processes

Plans and Aligns

Tech Savvy

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

03 April 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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