Trust Administrator

To offer specialist advice across the full trust and tams administration process

Hello T r u s t A dmin istrator

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services

that make us incredibly proud of people that make it happen

As part of our Fiduciary team, you will be surrounded by unique professionals with, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change

Responsibilities

• Administer a portfolio of trusts in line with the trust deed and applicable legislation
• Maintain statutory records, including: Trust deeds and amendments, Letters of authority, Trustee resolutions, Beneficiary registers
• Prepare trustee meeting packs and minutes.
• Ensure proper execution of trustee decisions and resolutions.
• Compliance with trust instrument
• Cultivate and manage relationships with co-trustees and beneficiaries.
• Analyse and interpret financial statements advantageous
• Cultivate and manage objective working relationships with a variety of stakeholders, including accountants, tax advisors, investments advisors, etc
• Compliance and monitoring of regulatory and legislative requirements associated with Trusts
• Timely completion of regulatory and tax submissions
• Accurate processing of distributions and payments
• Effective trustee support and governance documentation
• Knowledge of trust law, associated legi and ensure fslation and fiduciary principles
• Understanding of tax (income tax, CGT, donations tax in SA context)
• Financial literacy (basic accounting and investments)
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative, and
• appropriate solutions.

Qualifications

• Relevant tertiary qualification (e.g., Law, Finance, Financial Planning)
• 3+ years’ experience in trust administration, financial planning or fiduciary services
• Professional qualifications advantageous (FISA; CFP; etc)

You Will Have Access To

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We Can Be a Match If You Are

• An experienced administrator
• Have good organizational skills
• Have good accounting skills
• Provide fantastic client service
• Adaptable and curious
• Able to analyse complex data sets
• Thrive in collaborative

Are you interested to take the step? We look forward to engaging with you further. Apply now!

All appointments will be made in line with FirstRand Group’s Employment Equity plan.

The Bank supports the recruitment and advancement of individuals with disabilities. For us to fulfil this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information

confidential unless we are required by law to disclose this information to other parties.

#post

#fnb

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

06/06/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.