Job Title: Trust Administrator
Location: Sandton - Bryanston
trusts or private clients affairs, working closely with
Master;
based deceased estate firm has a vacancy for a Trust Officer. Minimum Requirements Good communication in trust administration. Overview of duties • Registration of new trusts. • Termination of trusts. • • Annual Trust Statements. • Client service to beneficiaries. • Updating and arranging trust database
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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
based deceased estate firm has a vacancy for a Trust Officer. Minimum Requirements Good communication in trust administration. Overview of duties • Registration of new trusts. • Termination of trusts. • • Annual Trust Statements. • Client service to beneficiaries. • Updating and arranging trust database
of 5 years experience with executive management, trust governance, Board and Audit, and/or Risk and Compliance
development
- Sound knowledge of the law applicable to Trusts and a good understanding of the fiduciary duties
fulfil the mandate of the Trust and to ensure that the interests of the Trust and beneficiaries are protected
act in accordance with the rules of the Deed of Trust.
Meetings
There are four Board meetings
Bank reconciliations (All business bank accounts: Trust, Business and Vat &Salaries account, including monthly basis and annually for audit purposes and trust audits (including liaising with Auditors) Generate assessments and Empowerdex Trust Accounting Monitor and maintain company Trust account Act as Law Society
include but not limited to: Individual, Companies, Trusts and Close Corporation income tax returns completed eFiling Tax computations for Individual, Companies, Trusts and Close Corporation income tax returns Calculation Provisional tax returns for Individual, Companies, Trusts and Close Corporations Completing Dividend withholding
and Trust Secretarial Services
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