new estates meetings, explain the estates process, time frames and costs with client/families/beneficiaries knowledge and supporting team members. Manage diary and time management skills effectively. Work closely with in independantly managing a portfolio of estates Legal, fiduciary or trust background is essential Own
new estates meetings, explain the estates process, time frames and costs with client/families/beneficiaries knowledge and supporting team members. Manage diary and time management skills effectively. Work closely with in independantly managing a portfolio of estates Legal, fiduciary or trust background is essential Own
Account Management Payments of debtors' accounts – on time (in line with Trading Terms) Journals for discounts internal stakeholders KYC (Know Your Customer) – Legal entity, shareholding etc Reporting and Analysis
Ensuring HC practices and policies comply with legal and regulatory requirements by monitoring data for
Scorecard tracking and verification.
HR legal and compliance submissions.
SKILLS
Ensuring HC practices and policies comply with legal and regulatory requirements by monitoring data for
Scorecard tracking and verification.
HR legal and compliance submissions.
SKILLS
essential. Proficiency in Microsoft Office Suite. Legal Requirements (e.g. Driver's License, etc.) Detail
essential. Proficiency in Microsoft Office Suite. Legal Requirements (e.g. Driver's License, etc.) Detail
years' experience in compliance, risk management or legal within in the finacial services industry R 216 000
years' experience in compliance, risk management or legal within in the finacial services industry R 216 000
documents management to ensure compliance with legal, regulatory and industry best practices (including