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
team Minimum Education: Nursing Qualification (Nursing Diploma as a registered nurse) Minimum Experience:
team Minimum Education: Nursing Qualification (Nursing Diploma as a registered nurse) Minimum Experience:
example – assist clients with queries Assist other colleges with high workload. Minimum requirements: Strong
example – assist clients with queries Assist other colleges with high workload. Minimum requirements: Strong
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
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
Wealth management company that specialises in the trust space. Profile 3 years GreatSoft experience and
As a Bookkeeper within the Estate and Trust Administration space, your responsibilities will include processing of daily banking transactions on the Trust, Business and investment accounts, month end reconciliations