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Company Secretary and Trust Administrator

4 weeks ago

Pretoria, 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
- De-registration 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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