Officer Trust Services

1 day ago

Pretoria, South Africa Absa Bank Limited Full time

Bring your possibility to life Define your career with us
- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary

To process financial transactions accurately and timeously through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

**Job Description**:
Financial & General Administration:

- Attach supporting documentation, i.e. credit approval, authorisation & invoices, signed spread sheet and make copies of all mentioned documentation for audit purposes Provide regular management information update, i.e. invoices paid to Line Manager Attend to queries within 24 hours with regards to incomplete documents, not signed documents etc. and escalate to Line Manager in the event of non-resolution
- Take ownership when dealing with customer requests, offer solutions and concludes complaint constructively
- Maintain financial files and records by safely and systemically storing source documents on files/system Address ad-hoc queries from internal and external stakeholders (e.g. Group Tax, Private Bank
- Management) by asking questions to ascertain customer needs and respond effectively, ensuring high quality work and by meeting the required deadline Perform general administration duties with regards finance duties

Reporting & Compliance:

- Prepare weekly/monthly/quarterly reports and report on variances Take accountability to ensure that accurate and timely financial reporting obligations are met for weekly/monthly reporting by accurately preparing reports, journals and reconciliations and working with the specified deadlines.
- Prepare the Business Unit Procure to Purchase monthly report and follow up on discrepancies Liaise with Group Sourcing regarding any procurement/sourcing queries raised by cost centre management.ie. non-compliance vendors with Master Service Agreement Assist in the preparation of the Annual Financial Statements for the SBU by collating and submitting information to the line manager.
- Obtain and keep abreast with all technical and specialist knowledge such as changes to Companies Act, Tax and other standards and legislation applicable.
- Prepare journal summaries for correct reporting in the financial statement Prepare Value Added Tax (VAT) pack monthly in accordance with applicable legislation, ensuring correctness of the packs and timeously submit the pack to Group Tax after review by the Finance manager.
- Comply with Risk Management principles and Model Risk Policy by understanding and keeping up-to-date with updates on these policies.
- Keep up to date with changes in accounting standards (IFRS) and other regulatory requirements.
- Prepare attestations for sign off by the Financial Manager, Chief Financial Officer 3 and Managing Executive for submission to Group Regulatory reporting on a monthly basis. Complete the section relating to recons when preparing the monthly Financial Director (FD) attestations indicating compliance with relevant legislation and Group requirements for all financial reporting activities

Reconciliation & Budgeting:

- Prepare monthly reconciliations for all accounts on the General Ledger Control Framework attaching valid supporting documents (e.g. signed off journals, general ledger printouts, etc.) for each recon (i.e. investigate transactions as required) in accordance with the Accounts and Reconciliation Policy (A&OR).
- Reconcile the SBU’s bank statement with the internal ledger accounts Reconcile Miscellaneous and other government services transactions Assist in preparation of the monthly/quarterly departmental budgets by collecting and preparing all the relevant information Conduct daily recons on control accounts and action any deviations found, for example when an incorrect GL Account has been debited and a recon has to be done to rectify it.
- Resolve all unreconciled items from prior month and discuss any long outstanding items with the FMR.

Education

Further Education and Training Certificate (FETC): Financial Sciences (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_

  • Officer: Trusts

    1 month ago

    Pretoria, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...

  • Trust Manager

    4 months ago

    Pretoria, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...

  • Officer Trust Services

    7 months ago

    Pretoria, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Trust Administrator

    1 week ago

    Pretoria, South Africa Cora O'Neil Recruitment Agency Full time

    **Moreleta Park, Pretoria: TRUST ADMINISTRATOR / PARALEGAL** **Minimum Requirements**: - Well presentable and professional - Afrikaans and English first and second languages a must (Full proficiency in both - Afr & Eng client base) - Minimum 1 year experience in trust administration, or legal secretarial experience **at a law firm a must** - Part time LLB...

  • Trusts and Estates Administrator

    7 months ago

    Pretoria, South Africa Virago Recruitment Full time

    Law firm in Pretoria East is looking for aTrusts and Estates Administrator to join their team in Pretoria. **Responsibilities**: Administering trusts and estates and maintaining accurate records. Liaising with clients, beneficiaries, and the Master of the High Court to provide assistance and address enquiries. Preparing legal documents, including wills,...

  • Trust Specialist

    7 months ago

    Pretoria, South Africa FirstRand Full time

    Job Description To provide an efficient and professional service to customers - Achieve total revenue targets by either growing of existing clients (optimising revenue opportunities) or by acquiring new clients - Drive an Increase in average balance of specific portfolio of assets as defined in the Financial Performance Report of the business - Control...

  • Senior Trust Administrator

    2 days ago

    Pretoria, South Africa Perfect Placement Solutions Full time

    Position: Senior Trust Administrator City: Cape Town To provide full administrative, financial accounting and tax services to high-net worth clients. Minimum Requirements Grade 12 (Matric) Degree (Accounting) or (LLB) 5 years experience in Trust & Company Administration Advanced knowledge and experience handling Trust Accounts Good understanding of...

  • Trusts and Estate Attorney

    3 weeks ago

    Pretoria, Gauteng, South Africa Dante Personnel Full time

    Job Title: Trust and Wills AttorneyCompany Overview:Dante Personnel, a leading staffing agency in Pretoria, is seeking a highly skilled attorney to fill the role of Trust and Wills Attorney. As a trusted partner to numerous clients, we understand the importance of quality legal services and strive to deliver exceptional results.Key Responsibilities:- Draft...

  • Trust and Wills Expert

    3 weeks ago

    Pretoria, Gauteng, South Africa Dante Personnel Full time

    Job Title: Trust and Wills ExpertAbout the Job:We are seeking a skilled Trust and Wills Expert to join our team at Dante Personnel. As a key member of our team, you will be responsible for drafting trust documents and wills for clients. With your extensive knowledge of estate planning laws and regulations, you will ensure that all documentation is accurate...

  • Senior Trust and Wills Specialist

    3 weeks ago

    Pretoria, Gauteng, South Africa Dante Personnel Full time

    Job Description:Dante Personnel, a reputable staffing agency in Pretoria, seeks a skilled Trust and Wills Specialist to join their team. This role requires a highly experienced professional with expertise in drafting trusts and wills. The ideal candidate will have at least 3 years of experience dealing with trusts and wills, excellent verbal and written...

  • Deceased Estate and Trust Administrator Pretoria

    2 months ago

    Pretoria, South Africa PSG Konsult Ltd. Full time

    **Designation**: Deceased Estate and Trust Administrator | Pretoria, Gauteng | Permanent **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 08 Nov 2024 **Reference...

  • Senior Specialist: Trusts, Pretoria, R1,2m

    2 weeks ago

    Pretoria, South Africa Khomeliwa Consulting Full time

    Our client, the SA Revenue Service (SARS), seeks to appoint THE SENIOR SPECIALIST: TRUSTS. The incumbent will be a highly skilled, experienced, dynamic and result oriented Senior Specialist with extensive knowledge and experience in the design and support of Process and Product Improvements for the Trust product. The design and facilitation of the...

  • She Officer

    7 months ago

    Pretoria, South Africa Fidelity Services Group Full time

    **Fidelity Cash Solutions - Fidelity CashMaster, Waltloo** **Reporting to: Quality /Supply Chain Manager** ***A position exists for a SHEQ Officer stationed at the Fidelity CashMaster at Waltloo. The position will report to the Quality Supply Chain Manager. The overall purpose of this position is to perform a full SHEQ functions and deal with and...

  • Consultant Third Party Trusts

    1 month ago

    Pretoria, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To...

  • General Service Officer

    1 week ago

    Pretoria, South Africa Church World Service Full time

    **Position Title**: General Services Officer **Reports To**: Administration Supervisor **Division**: Immigration & Refugee Program+ (IRP+) **Department**: Administration **Job Location**: Pretoria, South Africa **Grade Level**: Grade 5, Officer, National **Introduction***: Church World Service (CWS) is a not-for-profit, faith-based organization...

  • Service Advisor

    2 weeks ago

    Pretoria, South Africa Afrit trailers Full time

    **_Description_** **_Duties & Responsibilities_** Admin duties for the Service and Repair Centre Service Advisor function Following up with orders and parts requirements on all current and future jobs Responsible for the total customer handling process in the service and repairs Achieve high level of customer satisfaction and confidence in order to...

  • Service Advisor

    7 days ago

    Pretoria, South Africa Afrit trailers Full time

    **_Description_** **_Duties & Responsibilities_** Admin duties for the Service and Repair Centre Service Advisor function Following up with orders and parts requirements on all current and future jobs Responsible for the total customer handling process in the service and repairs Achieve high level of customer satisfaction and confidence in order to...

  • Manager Trust Services

    1 day ago

    Pretoria, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Technical Admin Officer

    4 months ago

    Pretoria, South Africa Putco Bus Services Full time

    **JOB REQUIREMENTS** “The ideal applicant will possess the following”: - Minimum Grade 12 (Std. 10) or equivalent academic qualification - Computer Literate (MS Office) - Diploma in transport management/fleet maintenance or relevant qualification would be an added advantage - Technical experience compulsory **JOB OUTPUTS** - Planning fleet maintenance...

  • Ir Officer

    2 weeks ago

    Pretoria, South Africa Fidelity Services Group Full time

    The above position is vacant at Regional Office Pretoria and the area of responsibility is Pretoria/Brits and Limpopo. The overall purpose of this position is to manage the Industrial Relations. It includes the handling of Disciplinary Hearings, Grievances, CCMA/Labour Court matters and ensure that proper procedure is followed within. This position will...