Trust Administrator at Kontak Recruitment

• Step into a fiduciary trustee environment supporting high-net-worth clients through end-to-end trust administration.
• Take ownership of compliance-driven work, client service, and trust governance support in a role that keeps you close to the details and the client.

Minimum Requirements:

• Legal/Secretarial Diploma
• Two years’ trust administration experience within a legal firm or similar professional service provider, such as a Trust Company
• Proficient in Microsoft Word, Excel and Outlook
• Sound knowledge of the Trust Property Control Act
• Sound knowledge of statutory and regulatory compliance requirements, including FAIS and FICA
• Excellent administrative and typing skills, including convening meetings, agenda preparation, minute taking, and wills drafting

Duties and Responsibilities:

• Manage and administer new and existing trust clients in line with the Trust Property Control Act
• Ensure trust administration aligns with required compliance and regulatory requirements
• Act as liaison between the client, business introducer and Trust Officer
• Deliver quality service to high-net-worth clients and manage client interaction at all levels
• Convene meetings and handle agenda preparation and minute-taking
• Draft wills as required
• Maintain accurate administration and support documentation across trust client matters