Company Secretary and Trust Administrator

2 weeks ago


Pretoria, Gauteng, South Africa BVSA Group Full time

About us:
Join BVSA Chartered Accountants and Financial Services, a prestigious firm situated in Pretoria.

We are looking for a detail-oriented and dedicated Company Secretary and Trust Administrator to ensure the smooth operation of our company secretarial and trust services department.


Key Responsibilities:
Company Secretarial Services

  • Drafting supporting resolutions, minutes, notices, agendas or mandates; preparation of standard forms
  • Collation of FICA documentation on behalf of clients
  • Perform all administrative functions with regards to companies (or close corporations) as required by law, or CIPC, and in line with instructions, including:
  • Name reservations
  • Registration of new companies
  • Name changes
  • Registered address changes
  • Auditor/company secretary changes
  • Director/Member changes
  • Deregistration of companies
  • Replacement of lost share certificates
Annual Returns and CIPC Compliance Checklists

  • Collation of information
  • Preparation of return and checklists
  • Invoicing
  • Follow up on outstanding payments
New clients take-on and capturing data on GreatSoft

  • Collect new client information as per FICA or internal requirements
  • Capture information and supporting documentation on database
  • Opening of electronic & hard copy files
Maintenance of databases on GreatSoft

  • Update existing client information
  • Filing (electronically)
  • Manage client files (hard copy & electronic)
  • Ensure document safekeeping
  • Maintains databases & escalate data quality issues
Trust Administration

  • Drafting of Resolutions, amendments, Trust deeds, Auditor confirmations and meeting agenda and minutes
  • Client/Master/Trustee/Beneficiary liaising
  • Preparation of documentation for trust registrations, amendments, and signatures
  • Collation of documentation/information
  • Attendance to matters with Master's Office
  • Registering trusts for income tax with SARS
Wills

  • Drafting of Wills, Testamentary Wills, living wills and letters of wishes
  • Filing and safe keeping of Wills

Ability to commute/relocate:

  • Pretoria, Gauteng: Reliably commute or planning to relocate before starting work (required)
Application Deadline: 2023/09/15
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