Trust Officer Somerset West

4 days ago

Somerset West, South Africa Helderberg Personnel Full time

A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer. The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs). In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times and report directly to the Private Client and Trust Manager. Duties & Responsibilities Key Duties and Responsibilities: Manage client questions and queries. Attend to all administrative tasks, associated with, and required by the deed and statutory legislation, accurately and in accordance with our Service Level Agreements (SLA). Remain abreast of pension and trust regulations. Appropriately store/input and reference all client documentation within the document management system and administration system. Ensure we meet CDD requirements for all members, reviewing files as and when required as per our policy. Record all client financial transactions, including investments, transfers, benefit payments, statutory payments, and fee charges. Ensure housekeeping, cases, and data capturing is completed accurately in relevant systems i.e. Salesforce. A clear understanding of applicable Pension and Trust legislation and statutory reporting requirements. Experience of administrating pension and trust schemes. An ability to read/research governance documents impacting a scheme/trust and apply appropriately. A logical approach to assessing productivity and implementing solutions. Calculating and informing on pension payment calculations and associated tax/lump sum/loan/benefit and drawdown payments. Investigate and prepare a response to complaints. Review and respond to billing queries. Ability to provide assistance with regulatory reporting. Ability to correspond with relevant tax offices to ensure efficient resolution of client queries. Act as a signatory, once approved, for the business. Support, coach, and guide colleagues in the performance of their duties. Complete any other duties as and when required to drive business success. Attend Management meetings on request or in the absence of the manager. Hold regular team meetings. Conduct annual appraisals, on request or in the absence of the manager. Competencies Include: A relevant professional qualification or a willingness to study towards one. Working towards and meeting deadlines. Excellent organisational skills; prioritising, achieving deadlines and driving business efficiency. Strong interpersonal skills. A proven ability to communicate at all levels, both in writing and verbally. An aptitude for applying attention to detail in all aspects of the role. A willing and flexible attitude to working hours to support team and business needs, as required. Requirements Relevant post matric qualification (degree or diploma). 3-5 years relevant experience is desired. Relevant professional qualification - STEP is preferable. #J-18808-Ljbffr

  • Trust Officer Somerset West

    4 days ago

    Somerset West, South Africa Helderberg Personnel Full time

    A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer. The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs). In...

  • Guest House Manager

    2 weeks ago

    Somerset West, South Africa Somerset Hill Guesthouse Full time

    Role: Guest House Manager Location: Somerset Hill Guest House, Somerset West Hours: ~20-30 hrs/week (4-6 hrs/day) + occasional evenings/weekends as needed **Salary**: R8,000 - R12,000/month (R80-R120/hour depending on experience) About Somerset Hill Guest House A beautifully situated 4-star guest house in Somerset West, Somerset Hill offers a peaceful...

  • Babysitter wanted in Somerset West

    3 days ago

    Somerset West, South Africa Jobted ZA C2 Full time

    A babysitter wanted in Somerset West for 1 child, babysitting in Somerset West. Our family is looking for an experienced Babysitter to care for our energetic, talkative, and playful 7-year-old boy. We need someone comfortable with cooking and helping with homework, as my child has ADHD. I will also require someone whom is comfortable to stay over...

  • Babysitter wanted in Somerset West

    1 week ago

    Somerset West, South Africa Jobted ZA C2 Full time

    A babysitter wanted in Somerset West for 1 child, babysitting in Somerset West. My son is a funny little dude and most enjoy his company. We're looking for someone who can stimulate his mind as well as tire him out. We also look for someone reliable and that respect the rules we set forth as parents. We might even need someone to go with us on adventure...

  • Operations and Service Manager

    1 week ago

    Somerset West, South Africa H2O Somerset West Full time

    An establish water purification company in Somerset West is looking for Operations and service desk manager to jAn establish water purification company in Somerset West is looking for Operations and service desk manager to join their team. Duties, but not limited to: - Managing daily schedules of field operatives for optimum efficiency. - Route planning of...

  • Assistant Accountant Somerset West

    1 week ago

    Somerset West, South Africa Zeminwe Full time

    **ASSISTANT ACCOUNTANT, SOMERSET WEST** Our client in the oil industry in Somerset West area is looking for an assistant accountant to join their dynamic team. Half day posistion - Accounting and preparation of payments - Bookkeeping and record keeping - Prepare & present monthly creditor age analyses and outstanding balance. - Bank reconciliations -...

  • Membership Consultant

    1 week ago

    Somerset West, South Africa Somerset West Golf Village Full time

    Job description **The Golf Village Somerset West, is looking for vibrant, dynamic, responsible and target driven Membership Consultant.** **Job Purpose**: To ensure the successful acquisition of new members for The Golf Village Somerset West - through the effective achievement of specific monthly sales targets - and provide a service excellence to all...

  • Automotive Sales Executive Somerset West

    4 days ago

    Somerset West, South Africa AUTO24 ta AUTO24 Full time

    Automotive Sales Executives - Somerset West, Western Cape Auto24 is one of the main platforms for buying and selling used vehicles in Africa. As a dynamic technology company, we are revolutionizing the automotive industry with our trusted brands, meeting the needs of African used car consumers today. Since our creation, we have had one goal: to offer...

  • Accounts Payable Clerk – Somerset West

    1 week ago

    Somerset West, Western Cape, South Africa Sagen Advisory Full time R180 000 - R240 000 per year

    Position: Accounts Payable Clerk – Somerset West - Refrigeration IndustryLocation: Somerset West, Western CapeIndustry: RefrigerationPosition Type: PermanentRemuneration: R15 000 – R20 000 per month (depending on experienceCompany OverviewSagen Advisory is recruiting on behalf of a reputable refrigeration company based in Somerset West. The company is a...

  • Trust Officer Assistant

    2 weeks ago

    Somerset West, South Africa Merand Corbett & Associates Full time

    Western Cape, Somerset West - (Market related) Trust Officer Assistant (Brokers' Assistant) required for established financial planning and investment business. Provide administrative support to the Trust Officers (Financial /Investment Advisors) including handling follow-up correspondence with clients, beneficiaries and third party providers. Liaise with...