Team Leader, Finance & Banking

** istration Team Leader*
* * Trust administration tasks on behalf of trustees in offshore jurisdictions
* Cultivate and manage professional relationship with offshore trustees,
* Delivering exceptional service that exceeds customers' expectations through proactive, innovative, and appropriate solutions.
* Provides administration, compliance review and operational support to the trustees to enable them to manage the trust in the foreign jurisdiction
* Accurately managing client records and documents
* Preparing trustee resolutions, minutes and other trust related documents per instruction from the trustee
* Co-ordinating trust related distributions, loan repayments, fees and similar per instruction from the trustee
* Assisting with preparing and collating documents and information relating to opening, maintenance and review of trust bank accounts and investment accounts per instruction from the trustee
* Supporting compliance with relevant foreign trust legislation, regulatory requirements and fiduciary obligations
* Assisting with client due diligence and ongoing monitoring requirements in line with AML standards
* Monitoring and tracking statutory filing deadlines and reporting obligations in the foreign jurisdiction
* Liaising with compliance teams, external fiduciary service providers and other relevant parties where required
* Assisting with gathering information and documents required for regulatory, legislative and internal requirements
* Preparing correspondence for review by trustee
* Supporting the trustee with proper governance, record-keeping and audit readiness
* Identifying and escalate administrative, compliance or operational risks to the trustee
* Ensuring adherence to internal policies pocedures and service level standards
* Knowledge on relevant offshore jurisdiction trust legislation, relating to trust administration and compliance
* Opportunities to network and collaborate
* A challenging and dynamic working environment
* Gain experience of offshore trust administration
* Opportunities to establish a new team and develop new processes to support trustees in offshore jurisdictions

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.

All appointments will be made in line with First Rand 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.

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.

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