Job Title: Trust Administrator
Location: Sandton - Bryanston
trusts or private clients affairs, working closely with
Master;
of 5 years experience with executive management, trust governance, Board and Audit, and/or Risk and Compliance
Understanding of community development
- Sound knowledge of the law applicable to Trusts and a good understanding
understanding of the fiduciary duties of an Independent Trustee.
Duties and responsibilities:
-
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
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
identify potential customers and build database Develop varying scripts and effective sales techniques solid track record, preferably in new business development Valid South African driver's license and own
identify potential customers and build database Develop varying scripts and effective sales techniques solid track record, preferably in new business development Valid South African driver's license and own
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