Trust Administrator at Moore South Africa

Minimum level of Education/ Qualifications Required:

• Matric and
• National Diploma in Trusts and Estates Administration or Office Administration and/or
• Other relevant qualification.

Work Experience:

• 2 to 3 years Trusts administration
• General administrative, personal assistant, and reception experience within a professional, client-facing environment
• Deceased Estates Administration experience would be an advantage
• Experience dealing with senior management and clients

Position Overview:

Trust Administration

• Banking including opening of bank accounts, FICA compliance, and administering bank accounts
• Assembling and delivering (physical or digital) document bundles for the Master
• Maintain and file original client documentation
• Schedule Annual General Meetings, drafting and circulating of agenda’s and other supporting documents, minute-taking.
• Drafting and maintaining Ultimate Beneficial Ownership and Accountable Institution registers for Trusts

Personal Assistant and general administration

• Client liaison
• Attending to correspondence on behalf of the director
• Scheduling appointments
• Updating the Director’s timesheets and attending to the preparation of invoices
• Registration and deletion of clients – assisting with take-ons and FICA compliance, as well as pack-ups
• Invoicing