Trust Administrator (Sanlam Trust)

The Trust Administrator will manage a portfolio of trusts by ensuring full compliance with legal and fiduciary responsibilities, maintaining accurate records, and delivering exceptional service to beneficiaries and stakeholders. The CRM will be accountable for the execution of trust deeds, investment oversight, property management, and risk mitigation, while adhering to internal processes and regulatory requirements.

Roles and responsibilities

• Full administration and management of a dedicated trust portfolio.
• Execute the terms and conditions of trust instruments.
• Onboard new trusts and ensure accurate setup.
• Oversee investment of trust assets in line with mandates.
• Manage property-related matters (insurance, valuations, rental agreements).
• Conduct annual reviews of trusts and prepare annual tax certificates.
• Process ad hoc and monthly payments.
• Perform needs analysis and manage trust budgets.
• Draft resolutions and maintain accurate records.
• Ensure effective communication with beneficiaries and stakeholders.
• Monitor and manage fee agreements.
• Handle termination and deregistration of trusts.
• Identify and report risks, ensuring appropriate mitigation.
• Adhere to Standard Operating Procedures (SOPs) and internal processes.
• Maintain and manage data integrity across systems
• Full accountability for the trust portfolio under management.
• Critical decision-making with financial and reputational implications.
• Knowledge sharing and collaborative decision-making are essential.
• Direct impact on Sanlam Trust’s AUM, fee income, and client retention.
• Ensure accurate interpretation of trust instruments to avoid financial / reputational risk.
• Monitor property valuations, insurance, and tax compliance.
• Maintain high standards of client service to uphold brand reputation.

What we look for in our ideal candidate

Education and experience requirements

Functional Knowledge

Personal abilities

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