Coordination of operational and administrative services for the Botswana Life Fiduciary Services, fiduciary services offering which includes, provision of wills drafting, estates administration and trust drafting and administration.

• Facilitate the drafting, signing, scanning, saving and updating of wills on the Wills database/system in alignment and fulfilment of legislative requirements.

• Provide periodic reports with respect to both internal and external stakeholders.

• Create and maintain a fiduciary information database.

• Respond to ad-hoc requests from clients and external stakeholders & resolve queries.

• Closely manage and observe all fiduciary processes and ensure adherence to same.

• Drive the penetration of the fiduciary services offering in Botswana Life and come up with innovative campaigns to execute same.

• Facilitate the creation and completion of estate account reconciliations and processing of payment requests.

• Facilitate administration of deceased estates and provide administrative support to executors of estates as nominated by Botswana Life in compliance with legislative requirements

• Facilitate trust meetings in the trust administration process and ensure regulatory adherence to all trust administration requirements in terms of the relevant legislation.

• Implement investment policy strategies for testamentary and intevivos trusts and manage assets held in trusts

• Define and refine fiduciary internal procedures, process and policies in respect of wills, trusts and administration of estates, including quality and control

• Ensure that compliance and risk management processes and procedures are in place and ensure adherence therewith

• Ensure that all fiduciary transactions comply with governing legislation to preclude reputational and other risks and also with the internal fiduciary service model.

• Keep abreast of current trends and changes in the laws affecting wills, estates and trusts and the fiduciary industry as a whole, locally and to some extent internationally

• Plan and facilitate delivery of training sessions for sales representatives and other client-facing people on fiduciary services offering, processes and legislative requirements

• Self-driven and self-motivated individual

• Presentation skills

• Excellent written and verbal communication skills

• Attention-to-detail

• General knowledge of fiduciary services

• Minimum 8 years’ experience in a similar environment

• Three (3) years must have been at supervisory level in the life insurance industry.

• Certification in Financial Planning qualification

• Insurance and/or retirement fund management related qualification will be an added advantage

The company offers an attractive remuneration package with benefits.