Trust and Fiduciary Administrator

This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues.

The incumbent is individually accountable for achieving results through own efforts and will often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.

This role functions as a subject matter expert in a specific field of administration / product / process.

• Onboarding of wills and trusts, including collation of required application details, information and documentation.
• Monitor above onboarding process, highlight delays and keep all parties informed.
• FICA/FATCA templates and documentation
• Upkeep of the OMWTC client records and registers.
• Coordinate and plan daily deliveries
• Safe custody of documentation.
• Maintain client brochures and templates.
• Assist Fiduciary Specialists with client proposals, drafting and reports as required.
• Procurement, expense claims and travel bookings for the team.
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.

  Communication & client management

  • Assist Fiduciary Specialists in managing relationships with financial advisers, clients, trustees, beneficiaries, donors and other client stakeholders to preserve and grow the client relationship with OMWTC.

   

  Financial management

  • Assist Accounting Specialist with compiling of financial statements.
  • Client bank account management and payment management.

   

  Marketing communications

  • Work with the OMWTC marketing coordinator and the family office teams to deliver ongoing client communication, client events and engagements.

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