As a Trusts and Beneficiary Funds Consultant - you will be responsible for the devvelopment and maintenance asset and income targets for marketing of: -Sanlam Trust Beneficiary Fund at approved retirement funds for Section 37C of the Pension Fund Act; and -Guardian Trust to intermediaries and individual policy holders presentations, etc. of Beneficiary Fund, Guardian Trust and Umbrella Trusts. 6. Prepares the presentation and tenders clients/intermediaries in order to ensure that Sanlam Trust stay their preferred service provider. 17. Advice
As a Trusts and Beneficiary Funds Consultant - you will be responsible for the devvelopment and maintenance asset and income targets for marketing of: -Sanlam Trust Beneficiary Fund at approved retirement funds for Section 37C of the Pension Fund Act; and -Guardian Trust to intermediaries and individual policy holders presentations, etc. of Beneficiary Fund, Guardian Trust and Umbrella Trusts. 6. Prepares the presentation and tenders clients/intermediaries in order to ensure that Sanlam Trust stay their preferred service provider. 17. Advice
G Suite, Zoom) Telephone etiquette Knowledge on Trust entity and company structures Knowledge on property including Chartered Accountants, Tax Specialists, Trust Attorney, Rental Managers, Homeloan Specialists
G Suite, Zoom) Telephone etiquette Knowledge on Trust entity and company structures Knowledge on property including Chartered Accountants, Tax Specialists, Trust Attorney, Rental Managers, Homeloan Specialists
with prospective and existing clients. Building trusting relationships with new and prospective clients
A highly regarded, well established Trust and Investment Management company based in Cape Town have created
with prospective and existing clients. Building trusting relationships with new and prospective clients
payments Submit and track tax returns (Companies, Trusts and Individuals) Provisional tax management and
maintaining compliance with tax laws, and serving as a trusted resource for employee queries on compensation matters
maintaining compliance with tax laws, and serving as a trusted resource for employee queries on compensation matters