Fiduciary Administrator

Details of the offer

Minimum requirements: A bachelors degree in finance, Accounting, Law, Business Administration, or a related field. Professional certification in fiduciary services or estate planning is a plus. Minimum of 5 years of experience in trust administration or a similar role, with at least 2 years in a managerial capacity. Proven track record of handling complex trust structures and managing a team. Skills: Strong leadership and people management skills. Excellent organisational and administrative abilities. Proficiency in trust administration software and Microsoft Office Suite. Exceptional attention to detail and problem-solving skills. Strong interpersonal and communication skills. Role and responsibilities: Trust Administration: Oversee and manage the day-to-day administration of various trusts, ensuring compliance with legal and regulatory requirements. Prepare and review trust documentation, manage trust assets, and handle distributions and transactions. Team Management: Lead and mentor a team of administrative professionals. Provide guidance, training, and support to ensure effective performance and development. Foster a collaborative and productive work environment. Client Relations: Build and maintain strong relationships with clients, beneficiaries, and other stakeholders. Address and resolve any issues or queries related to trust administration. Compliance and Reporting: Ensure all trust activities comply with relevant laws, regulations, and internal policies. Prepare and review regular reports, financial statements, and other documentation as required. Process Improvement: Identify and implement process improvements to enhance efficiency and effectiveness in trust administration. Stay updated with industry trends and best practices.


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