Officer, Relationship Trust Standard Bank Group

• To manage client relationships and the technical administration of a full section of Trusts and Managed Agencies, with no management intervention. This includes working closely with the Trust Operations Team and other areas to ensure that all aspects of the administration process run smoothly and within procedures.

Qualifications

• Completed Matric
• Postgraduate - Accounting or Law
• LLB / BCOM degree - Accounting or Law
• CAIB

Experience

• 5 - 7 years
• In-depth knowledge of trust laws, estate planning principles and financial concepts
• Experience in trust administration with a Trust Company or firm of attorneys who have a dedicated trust/fiduciary services department.
• Proven ability to interact with clients, addressing their inquiries, providing guidance and maintaining positive relationships.
• Proficiency in reviewing legal documents, contracts and regulations relevant to trust administration
• Experience in assessing and mitigating risks associated with trust administration, ensuring the security of trust assets and adherence to regulatory compliance.
• Familiarity with the trust tax laws including income tax and capital gains tax and the implications is taxed in the trust or distributed to the beneficiaries.

Additional Information

Behavioral Competencies

• Adopting Practical Approaches
• Articulating Information
• Checking Details
• Documenting Facts
• Examining Information

Technical Competencies

• Account Opening & Maintenance
• Banking Process & Procedures
• Client Servicing
• Expense Processing
• Query Resolution