Maitland – Client Service Administrator (Fiduciary Services)


Closing Date2020/10/23
Reference NumberMAI201007-1
Job TitleClient Service Administrator (Fiduciary Services)
Business UnitPrivate Client Services
Department 2PCS – Fiduciary South
TeamPCS – Fiduciary South
Job Type ClassificationPermanent
Location – CountrySouth Africa
Location – ProvinceGauteng
Location – Town / CityJohannesburg
Job Advert SummaryThe Client Service Administrator (CSA) will provide professional, consistent, end-to-end Fiduciary administrative services, to an allocated portfolio of Fiduciary clients, in a multi-skilled specialist and administrative team – building strong client and service relationships to enhance, retain and grow our business. This role is extremely varied and will be expected to manage a variety of tasks and enquiries.
Minimum Requirements• A minimum of three years’ current and relevant experience, within the Trust or Fiduciary Services Sector, • Suitable professional qualification(s) relevant to the duties and responsibilities listed above. • Knowledge and understanding of the South African Trust legislation, Trust governance and Trust administration, • Knowledge of the South African tax legislation as it relates to Fiduciary Services.
Duties and ResponsibilitiesAs the Client Service Administrator (CSA) you will form part of an integral part of Maitland’s Fiduciary Services, bringing together the skills, systems, processes and procedures relating to Fiduciary Client Management services. • Fulfil and comply with Fiduciary duty, • Prepare Master of the High Court packs, submitting it to the Master, • Ensure that the Trust functions properly and that the Trust deed provisions are accurately observed and adhered to, • Assist with the compilation of documents for the accounting officer to draft Trust’s Annual Financial Statements and submit Tax, • Take responsibility for the administrative client take-on, ensuring that required documentation and signatures have been received from all parties involved to ensure a fully compliant client take-on, • Ensure that all interaction with the client is handled in a timely, professional manner, with comprehensive and quality responses that continually exceed the client’s expectations. Every contact with a client should be seen as an opportunity to meet our business goal of acquiring new and retaining existing assets. • Take responsibility for payments from client bank accounts administered by us and distribute bank statements to clients monthly, as agreed, • Take responsibility for updated client records, i.e. loan schedule, cash flow and account balance, etc., • Take responsibility for scheduled events, i.e. payments to take place monthly and on specific future dates, investment reviews or meetings to be arranged, etc., • Develop and maintain sound relationships with co-advisors, be it internal or external, • Provide quality input on opportunities and potential threats/risks to the business unit, • Assist with or take responsibility for internal projects within Fiduciary Services and Private Clients as they arise, and • Provide team support to all areas within the greater Private Clients team and the wider Maitland business.
Skills and Competencies• Honesty and integrity of the highest order and respect for the confidentiality of our clients’ and Maitland’s affairs, • Excellent relationship management, administrative, servicing, coordinating and communication skills, • Have the ability to communicate effectively with clients, staff and management in several different jurisdictions • Contribute to team work ethos and living the Maitland values, • Highly organised, efficient and professional with a sense of urgency and good time management, • Takes initiative, is pro-active and has solid problem resolution skills and sound judgement, • The ability to prioritise and plan a challenging workload, and to work in a demanding environment, • The capacity to work well both under supervision as a member of a team, and independently when required to do so, • Be computer literate with a good knowledge of MS Office.


We are committed to Transformation when recruiting. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, with due consideration given to our Transformation goals.

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