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
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Regional Manager: Estates required in Cape Town to manage and oversee the Estates and Property portfolio
candidate will be involved in the administration of estate late claims on investment products on a LISP Platform Administer Estate Late cases in line with current legislation Instuctions include estate late withdrawals industry with experience in retirement products and Estates Late PLEASE NOTE: Only suitably qualified candidates
candidate will be involved in the administration of estate late claims on investment products on a LISP Platform Administer Estate Late cases in line with current legislation Instuctions include estate late withdrawals industry with experience in retirement products and Estates Late PLEASE NOTE: Only suitably qualified candidates
candidate will be involved in the administration of estate late claims on investment products on a LISP Platform Administer Estate Late cases in line with current legislation Instuctions include estate late withdrawals industry with experience in retirement products and Estates Late PLEASE NOTE: Only suitably qualified candidates
role of the Regional Manager: Estates is to manage and oversee the Estates and the property portfolio within
negotiations, customers liaisons and any other estates strategic projects.
Responsibilities
seeking an Estate Administrator to join their team and manage the administration of deceased estates. The ideal will preferably have 1 – 2 years' experience in estate administration, excellent organizational skills Responsibilities: Assist in the administration of deceased estates, including but not limited to, handling paperwork record-keeping and documentation throughout the estate administration process. Utilize the SARS website issues or discrepancies that may arise during the estate administration process. Maintain accurate records
and deceased estates, but at times it may be necessary to prepare tax returns for Trusts and Corporates tax calculations for individuals, companies, and trusts. Sending of requests to clients for information