End Date: April 24, 2026
KEY FOCUS AREAS
Assign estates to qualified Administrators and supervise the sale or rental of assets to ensure beneficiaries receive optimal value, in accordance with client directives or instructions from the Master of the High Court.
Maintain up-to-date knowledge of the fiduciary industry and all relevant legislation governing trust administration.
Engage with Funds, Executors, Attorneys, Co-Trustees, the Master's Office, the Road Accident Fund, and the South African Revenue Service (where applicable) to address matters pertaining to trusts.
Participate in the management of complex trust cases and facilitate both internal and external client communications.
Remain informed about the latest investment options by monitoring prevailing interest rates, potential capital growth opportunities, and associated risks.
Stay abreast of investment products suitable for individuals and trusts by reviewing financial and media reports and by conducting monthly consultations with Absa Fund Managers to discuss current economic trends.
Coordinate the preparation of monthly management reports and analyze estate data to achieve targeted income objectives.
Implement measures to prevent fee reversals resulting from negligence or breaches of policy.
Delegate administrative responsibilities to support staff, including the processing of estate renunciations and the resolution of finalized estate queries.
Strategy Formulation and Execution
Drives strategic initiatives that impact multiple business units and contributes to the overall business strategy at a regional or group level
Implement business plans and operational strategies aligned to defined objectives.
Translate strategic goals into team-level actions and delivery milestones.
Monitor execution progress and escalate risks or issues as required.
Customer Primacy
Use customer feedback and insights to improve service delivery.
Support initiatives that enhance customer experience and satisfaction.
Collaborate with teams to ensure consistent and responsive customer service.
Sustainable Growth
Contribute to growth initiatives through effective delivery and performance management.
Monitor financial and operational metrics to ensure sustainable outcomes.
Support investment decisions through analysis and reporting.
Client-Driven Innovation and Change
Represents the organization externally to bodies such as Board of Trustees, negotiates at senior levels where trustees are high & ultra-high nett worth clients, and manages complex stakeholder relationships
Identify opportunities for process improvement and innovation.
Support change initiatives and ensure team readiness and adoption.
Apply lessons learned to improve future delivery and outcomes.
Leading Talent
Leads medium to large, diverse teams across multiple geographies, with responsibility for significant budgets and strategic planning
Develop team capabilities through coaching, training, and performance management.
Foster a collaborative and inclusive team culture.
Manage individual and team performance to support business goals.
Operational Effectiveness
Demonstrates expert-level knowledge in Trust Administration and significant expertise in related disciplines such as compliance, risk management, and digital transformation
Accountable for decisions that shape Trust Services policies and have a direct impact on BU financial performance
Execute operational plans with clear KPIs and performance measures.
Optimise processes for efficiency, quality, and customer alignment.
Resolve operational issues and ensure continuity of service.
Digital Adoption
Promote the use of digital tools and platforms to enhance delivery.
Identify opportunities for automation and digitisation.
Support digital transformation initiatives within the team.
Good Governance, Risk and Compliance
Implement governance and compliance frameworks in daily operations.
Monitor and manage risks, ensuring adherence to regulatory requirements.
Support audit readiness and reporting.
Data Monetisation
Use data to inform decisions and improve performance.
Ensure data quality and relevance for reporting and insights.
Apply analytics to identify trends and opportunities.
Stakeholder Management
Build and maintain effective relationships with internal and external stakeholders.
Align delivery with stakeholder expectations and business priorities.
Communicate progress, risks, and outcomes clearly and consistently.
Education
Bachelor`s Degrees and Advanced Diplomas: Estate and Trust Management, Bachelor`s Degrees and Advanced Diplomas: Financial Economics, Bachelor`s Degrees and Advanced Diplomas: Law