dedicated individual to join our clients team as a Trust Account Support Professional.
Main
transactions.
offices in Somerset West is seeking to employ a Trust / Client Services Officer. The candidate will form multi-member pension schemes, Portfolio trusts, EBT's and Retirement Annuity Trust Schemes (RATs). In addition, times and report directly to the Private Client and Trust Manager Key Duties and Responsibilities: Manage Agreements (SLA). Remain abreast of pension and trust regulations Appropriately store/input and reference A clear understanding of applicable Pension and Trust legislation and statutory reporting requirements
completed their Financial N6 studies at a TVET College. This internhip will be hosted by our industry monthly payments Completed NQF6 studies at a TVET College Fluent in English and Afrikaans Reliable transport
managing all financial aspects related to family trusts and holding companies, ensuring compliance with Oversee the day-to-day financial operations of family trusts and holding companies, including income distribution financial statements, reports, and summaries for trust beneficiaries, trustees, and other stakeholders with tax laws and regulations related to family trusts and holding companies, including income tax, and applicable to trust assets such as real estate holdings. Ensure that properties owned by the trust comply with
articles beneficial Previous knowledge of lawyer trust account bookkeeping essential Essential to be coming experience, and Excel advanced Capturing receipts Trust journals Payments by use of requisitions Corrections investment accounts and reconciliations Monthly Trust bank reconciliations: FNB, Nedbank, Standard Bank
the chance to shape business processes, develop trusted relationships with investment platforms, and manage Opportunity to shape business processes and develop trusted relationships Rapidly growing company with global processes using technology where required. Developing trusted relationships with investment platforms will be processes using technology where required Developing trusted relationships with investment platforms Liaising
the chance to shape business processes, develop trusted relationships with investment platforms, and manage Opportunity to shape business processes and develop trusted relationships Rapidly growing company with global processes using technology where required. Developing trusted relationships with investment platforms will be processes using technology where required Developing trusted relationships with investment platforms Liaising
diligence process.
Completing annual financial statements of CCs, trusts, sole proprietors, and Body Corporates and working file for sole proprietors, close corporations, trusts, partnerships, small business corporations, farmers proprietors, individuals, close corporations and trusts, small business corporations, farmers, Body corporations tax return for individuals, close corporations, trusts, and body corporates.
Completing annual financial statements of CCs, trusts, sole proprietors, and Body Corporates and working file for sole proprietors, close corporations, trusts, partnerships, small business corporations, farmers proprietors, individuals, close corporations and trusts, small business corporations, farmers, Body corporations tax return for individuals, close corporations, trusts, and body corporates. Recording and identifying corporations / private companies / sole proprietors/trusts/clubs / sectional titles. Advantages and disadvantages