reports, and summaries for trust beneficiaries, trustees, and other stakeholders, ensuring all objectives and assist in tax calculations. Preparation of board packs. 3. Tax Compliance: Ensure compliance with legal changes. 9. Administrative Support: Assist trustees with administrative tasks related to trust management
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Communicate effectively with owners, trustees and service providers.
experience DUTIES: Communicate effectively with owners, trustees and service providers. Email management Type correspondence
experience DUTIES: Communicate effectively with owners, trustees and service providers. Email management Type correspondence
The PM should be the primary contact for the trustees/directors of the client whilst the portfolio manager client may have. Manage, guide, and advise the trustees/directors of the client. Source options and obtain ownership and being the primary contact to the trustees/directors of the client. SPM job description Internal:
bodies such as FSCA and ASISA Banks, Custodians and Trustees Fund Administrators Brokers (bonds, equities, Producing various reports such as CAM Review Report, H4 Board report, Monthly UT cash flow report, Periodic reporting
bodies such as FSCA and ASISA Banks, Custodians and Trustees Fund Administrators Brokers (bonds, equities, Producing various reports such as CAM Review Report, H4 Board report, Monthly UT cash flow report, Periodic reporting
company secretarial service to the Shareholders, Board, sub-committees, and other governance structures and circulate Board, Trust and subcommittee packs ahead of meetings, Participate in board meetings, preparing resolutions, and minutes/resolutions. Liaison with Board/Shareholders, beneficiaries, auditors, bankers and Governance Consultant Schedule and Convene Trust, Board, and subcommittee meeting(s) LLB / BCom Law Non-Negotiable would be an added benefit. Experience in attending board and subcommittee meetings; and working with both
company secretarial service to the Shareholders, Board, sub-committees, and other governance structures and circulate Board, Trust and subcommittee packs ahead of meetings, Participate in board meetings, preparing resolutions, and minutes/resolutions. Liaison with Board/Shareholders, beneficiaries, auditors, bankers and Governance Consultant Schedule and Convene Trust, Board, and subcommittee meeting(s) LLB / BCom Law Non-Negotiable would be an added benefit. Experience in attending board and subcommittee meetings; and working with both
Proven record of five (5) years experience serving Board of Directors in an internal audit
capacity
provide
strategic recommendations to the Board
- Adherence to professional ethics and integrity
the Board in its oversight role
The successful incumbent will be reporting to the Board Audit