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
and brand Ambassador to define the marketing messaging and plan for the month/year Ensuring the brand (KPIs) to evaluate marketing effectiveness. Global Messaging and Branding: Ensuring consistency and adherence standards and effectively communicates the intended message. Overseeing content review and approval processes standards, reflecting the organization's values and messaging. Training Catalogue Management: Manage and maintain
and brand Ambassador to define the marketing messaging and plan for the month/year Ensuring the brand (KPIs) to evaluate marketing effectiveness. Global Messaging and Branding: Ensuring consistency and adherence standards and effectively communicates the intended message. Overseeing content review and approval processes standards, reflecting the organization's values and messaging. Training Catalogue Management: Manage and maintain
Sales Consultants are in a meeting and sending the messages
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
providing strategic financial advice as well as manage trusts and investments for our clients.
Servlets, Stateless Session Beans, JDBC, Java Messaging Service DevOps experience Scaled Agile Framework
ct calls to various departments