Introduction

Momentum Trust is a division of Momentum, a financial services company with our head offices in
Centurion, Gauteng. Momentum has positioned itself to be at the forefront of delivering tools and
solutions that will help individuals, families and businesses achieve their financial goals. We are driven
by integrity, accountability and excellence and are continuously investing in building up a knowledge
base that will enable us to effect a significant improvement in the future financial wellness of our clients.

Role Purpose

To develop and implement Momentum Trust's overall strategy to provide Trustee and Trust
Administration Services to the market segments in which Momentum Trust has a presence. The Head of
Trusts will be responsible for the development of the Operational Plans through which the Trustee and
Trust Administration Service will be implemented. As a member of the management team of
Momentum Trust, the Head of Trusts will be responsible for overseeing the Trust Department within
Momentum Trust, including monitoring performance against targets and for ensuring that adequate risk
controls are in place. The Head of Trusts will represent Momentum Trust to major customers and
professional institutions.

Requirements

Experience and Qualifications

Qualifications:

• Legal and/or accounting degree

• Relevant post-graduate qualification will be advantageous
• Professional Admission and / or membership of industry bodies (FPI, STEP & FISA) will be
advantageous

Experience:

• At least 8 – 10 years' experience in a fiduciary business (trust company or professional practice)

at a senior level, which covers:
• Establishment and registration of various types of trusts
• Taking up appointment as trustee on trusts and chairing trustee meetings
• Advice on the role and management of Trusts in estate planning, and providing insight and
support to trustees and beneficiaries regarding the administration of their trusts and other
estate planning structures
 • Auditing Trust Deeds and advising on best practice
• Drafting of documents (agreements and resolutions) associated with the administration of trusts
and estate planning structures
• People and project management.

Additional Requirements:

• Strategic thinker
• Deadline driven
• Strong service orientation
• Quality conscious
• Solid administrative skills
• Good interpersonal skills
• Bilingual - Fluency in English and Afrikaans
• Excellent verbal and written communication skills.

Duties and Responsibilities

• Development of Strategy and operational plans

• Implementation of strategy
• Achievement of performance objectives set for the Trust Department
• Management and oversight of Trust Department, including the preparation of management
reports
• Marketing and Client Liaison / engagement with financial advisers
• Advice on Trust and Trust related matters
• Momentum Trust nominee on Trusts.

Competencies

• Deciding & Initiating Action

• Adhering to Principles and Values
• Presenting and Communicating Information
• Applying Expertise & Technology
• Delivering Results & Meeting Customer Expectations
• Adapting and Responding to change