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Pretoria: National Manager: Trust Administration

Pretoria: National Manager: Trust Administration

Location
Tshwane

Job Type
Accounting / Finance

Job Description

Role: National Manager: Trust Administration Category: Fiduciary Location: Pretoria Salary: Market-Related Our client is seeking an experienced and strategic National Manager: Trust Administration to lead the administration of trust services across all regional branches. This is a senior leadership role focused on operational excellence, client service, risk management, and compliance within the fiduciary space. You will drive national alignment of processes, oversee trust administration functions, lead people and performance management, and ensure the business adheres to regulatory and internal standards. If you have a passion for governance, service excellence, and innovation in trust management, this opportunity is for you. Key Responsibilities: Strategic & Operational Leadership: Develop and execute a national Trust Administration strategy in line with broader business objectives. Standardise processes across all branches and ensure alignment with industry best practices. Represent Trust Services in internal forums and manage stakeholder collaboration with 1LoD and 2LoD. Oversee support teams annual strategies, risk forums, and development projects. Trust Administration Oversight: Manage end-to-end trust administration ensuring legal, fiduciary, and regulatory compliance. Review and evaluate NTB and Stock trusts. Implement national quality reviews, trust evaluations, and fixed property management. Drive the completion and distribution of year-end financial statements. Client Service Leadership: Foster a strong service culture across all branches. Monitor client communication standards and complaint resolution. Launch client satisfaction surveys and implement service improvement interventions. Compliance & Risk Management: Ensure full adherence to the Trust Property Control Act, SARS, FSCA, and other regulatory bodies. Coordinate audits, risk reviews, and ensure zero tolerance to compliance gaps. Manage outsourced tax, finance, and audit service providers. Financial Control & Reporting: Oversee bank and trust account reconciliations. Ensure the accuracy of financial records, reporting, and fee reconciliation. Streamline payment, investment, and disbursement processes. MI & Reporting: Compile and present key financial, operational, and risk reports to Trust MANCO and leadership. Project Management & Innovation: Lead trust-related system and process improvement projects. Champion operational efficiency across the business. People Leadership: Lead, coach, and develop a high-performing team. Manage performance, succession planning, and staff development. Foster a culture of recognition, learning, and accountability. Stakeholder Engagement: Build and maintain strong relationships with trustees, clients, regulators, and internal stakeholders. Qualifications: National Certificate or Diploma in Risk Management, Commerce, Law, or Finance. Bachelors Degree in Law, Commerce, Risk Management, or a related financial field. Experience & Skills: 2 years experience in fiduciary services, with proven multi-branch or team leadership. Deep understanding of fiduciary legislation, compliance, and risk frameworks. Demonstrated ability in people management, financial oversight, and project delivery. Key Competencies: Client service excellence Risk and compliance oversight Strategic leadership Financial acumen Operational improvement Strong communication and stakeholder influence
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Pretoria: National Manager: Trust Administration

Pretoria: National Manager: Trust Administration

Location
Tshwane

Job Type
Accounting / Finance

Job Description

Role: National Manager: Trust Administration Category: Fiduciary Location: Pretoria Salary: Market-Related Our client is seeking an accomplished and strategic National Manager: Trust Administration to oversee and enhance the administration of trust services across all regional branches. This senior leadership position is pivotal in driving operational excellence, regulatory compliance, client service, and risk management within the fiduciary sector. The successful incumbent will align trust administration nationally, standardise processes, lead high-performing teams, and ensure strict adherence to fiduciary and regulatory requirements. This is an opportunity for a dynamic leader with a strong fiduciary background, proven operational expertise, and a passion for service excellence and governance. Key Responsibilities Strategic & Operational Leadership Develop and execute the national Trust Administration strategy in alignment with business objectives. Standardise processes across branches and embed industry best practices. Represent Trust Services at senior forums, ensuring collaboration with 1LoD and 2LoD stakeholders. Oversee support teams annual strategies, risk forums, and development projects. Trust Administration Oversight Manage end-to-end trust administration with strict adherence to fiduciary, legal, and regulatory frameworks. Review and evaluate NTB and Stock trusts. Implement national quality reviews, trust evaluations, and oversee fixed property management. Ensure the accurate and timely completion of year-end financial statements. Client Service Leadership Drive a client-centric culture across all branches. Monitor service standards, client communications, and complaint resolution. Conduct client satisfaction surveys and implement continuous service improvements. Compliance & Risk Management Ensure full compliance with the Trust Property Control Act, SARS, FSCA, and other applicable regulatory bodies. Coordinate audits and risk reviews while maintaining a zero-tolerance approach to compliance gaps. Manage outsourced tax, finance, and audit service providers. Financial Control & Reporting Oversee reconciliations of trust and bank accounts. Ensure accurate financial reporting, fee reconciliations, and sound record-keeping. Streamline payment, investment, and disbursement processes. Management Information (MI) & Reporting Prepare and present key financial, operational, and risk reports to Trust MANCO and senior leadership. Project Management & Innovation Lead system and process improvement projects within Trust Administration. Champion initiatives that drive operational efficiency and innovation. People Leadership Lead, mentor, and develop a high-performing national team. Drive performance management, succession planning, and skills development. Foster a culture of accountability, continuous learning, and recognition. Stakeholder Engagement Build and maintain strong relationships with trustees, clients, regulators, and key internal stakeholders. Qualifications National Certificate or Diploma in Risk Management, Commerce, Law, or Finance (Essential). Bachelors Degree in Law, Commerce, Risk Management, or a related financial discipline (Preferred). Experience & Skills Minimum 2 years experience in fiduciary services with proven multi-branch or team leadership. In-depth knowledge of fiduciary legislation, compliance, and risk management frameworks. Demonstrated expertise in people leadership, financial oversight, and project delivery. Key Competencies Client Service Excellence Strategic Leadership & Execution Risk & Compliance Oversight Financial Acumen Operational Improvement & Innovation Strong Communication & Stakeholder Influence
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