Job Description

Role: Senior Trust & Company Administrator

Reports to: Assistant Manager

Type: Permanent

that provides clients with bespoke, expert solutions and offshore investment alternatives. As a well-

established service provider, we offer exposure to areas of wealth management ranging from the

formation and administration of Trusts & Companies, Managed Services, Investments,

Property Management and Fund Administration. We believe in building trustworthy, long-lasting, and

multi-generational relationships with our clients – both individual and corporate.

The Role

The role is suitable for a STEP/ICSA qualified professional who will be joining a busy team dealing with

private clients. The successful candidate will provide an exceptional level of service to the relationship

officers in South Africa who service the underlying client base as well as those clients we service directly.

Strong written and verbal communication skills are essential as well as the ability to work accurately and

reliably with high attention to detail.

Key Responsibilities

Senior Trust & Company Administrators are involved in all aspects of client administration including but

not limited to:

• Bookkeeping

• General administration of a portfolio of Trust & Companies

• Statutory work (minutes, agreements, Trust Instruments as required)

• Liaise with clients, intermediaries and other institutions

• Purchase and sale of a wide range of investments and assets including properties

• Making payments, distributions, invoices, investments etc

• Involvement in the investment process, entering the purchase/sale of investments into the

Trust/Company books and ensuring that all investments are up-to-date.

• Client due diligence – ensuring CDD is up-to-date

• Preparation of client reports

RS September 2022 -1-

Skills, Competencies & Experience

• Must have at least 5 years+ experience in Trust & Company Administration

• Strong communication (verbal & written) and interpersonal skills

• Ability to work using own initiative, prioritise own work and be flexible to changing business

and departmental needs

• Ability to work in a team

• Willing to learn and adapt to new regulations and environments

• Management of team

Education/Professional Qualifications

• STEP or ICSA qualified

• Good GCSE/O Levels including English and Mathematics

• Focus on continuous improvement and development

Terms & Conditions:

Salary: Competitive and dependent on experience

Hours: 09:00 to 17:00 with 1 hour for lunch

Holiday: 25 days per annum, increasing to 26 days after 3 years, 28 days after 5 years and 30 days

after 10 years service

Pension: 8.5%

Medical: AXA PPP

Other benefits: Annual Discretionary Bonus