Trust Administrator: 8164 Sj

My client, an established accounting and Auditing firm seeking a highly qualified and experienced individual to join their team as a Trust Administrator. Sound knowledge of trust administration and the applicable legislation in this regard - not only knowledge but also a working knowledge thereof. A tertiary degree in Legal / Accounting essential. trust...

**Reference**:9481 SJ **Consultant**:Sone Johnson - Ensure tax compliance according to relevant laws and regulations - Prepare and submit accurate tax returns and reports - Develop tax strategies to minimize liabilities and maximize benefits - Maintain organized records of tax-related documents and transactions - Stay updated on changes in tax laws and...

**Reference**: 9046 SJ **Consultant**:Sone Johnson - Export stock management - Maintain sales database. - Manage and report shipping data. - Comprehensive reporting and analytics. - Manage and implement customer specifications. - Export quality reports, processing, and distribution. - Interact between different divisions in the...

**Reference: SJ 6799** **Consultant: Sone Johnson** **Description**: - Management of client portfolio consisting of a wide variety of small to medium sized clients, including individuals, trusts, closed corporations, private companies and non-profit organisations; - Project management of accounting (referred to as business solutions), as well as related...

About the CompanyHelderberg Personnel is a well-established company with offices in Somerset West. We are seeking a highly skilled and organized individual to join our team as a Trust Officer.The successful candidate will be responsible for providing administrative support to existing portfolios of multi-member pension schemes, portfolio trusts, EBT's and...

**Reference: SJ 7525** **Consultant: Sone Johnson** **Descriptions**: - Managing customer migration projects. - Creating and managing migration plans with clients. - Managing data migrations with the take-on teams. - Reporting on migration progress of all projects to the rest of the team. - Use advanced technical skills and custom tools to efficiently...

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...

About the RoleWe are seeking a skilled and organized individual to join our Client Services Team as a Trust Officer. The successful candidate will be responsible for providing administrative support to existing portfolios of multi-member pension schemes, portfolio trusts, EBT's and Retirement Annuity Trust Schemes (RATs).The post holder will liaise with...

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,...

**Reference: Sone Johnson** **Consultant: SJ 7092** **Descriptions**: - Give echnical advice on building materials etc. - The marketing of building materials - Handle logistic capabilities regarding deliveries - Liaising with clients to determine their optimal needs - Administration and ad hoc tasks related to the aforementioned...

**Reference**: 7889 SJ **Consultant**:Sone Johnson - Daily bank reconciliations; - Reconciliation of accounts across systems; - Sending debtor statements; - Attending to client queries as they arise; - Meeting deadlines. **Qualifications**: - Proficient in English and Afrikaans; - Effective communication skills (verbal & written); - Proven experience with...

**Reference**: 7889 SJ **Consultant**: Sone Johnson Daily bank reconciliations; Reconciliation of accounts across systems; Sending debtor statements; Attending to client queries as they arise; Meeting deadlines. **Qualifications**: Proficient in English and Afrikaans; Effective communication skills (verbal & written); Proven experience with the collection...

About the OpportunityThis is an exciting opportunity to join our team as a Trust Officer. The successful candidate will be responsible for providing administrative support to existing portfolios of multi-member pension schemes, portfolio trusts, EBT's and Retirement Annuity Trust Schemes (RATs).The post holder will be responsible for managing client...

**Reference**: SJ 6799 **Consultant**: Sone Johnson **Description**: Management of client portfolio consisting of a wide variety of small to medium sized clients, including individuals, trusts, closed corporations, private companies and non-profit organisations; Project management of accounting (referred to as business solutions), as well as related...

**Reference**: SJ 7525 **Consultant**: Sone Johnson **Descriptions**: Managing customer migration projects. Creating and managing migration plans with clients. Managing data migrations with the take-on teams. Reporting on migration progress of all projects to the rest of the team. Use advanced technical skills and custom tools to efficiently manage and...

Looking for a full time administrative support person for a financial adviser/Planner. The primary duties are to support the Financial Planner with daily administration and interact with Insurance Companies, Investment platforms and clients. **Responsibilities**: - Processing of New Business and existing business (Investments, Risk Business, Medical Aid,...

An excellent opportunity exists for an Office Administrator to join a medium size, fast growing well-established Accounting firm. They are seeking to temporarily employ an Office Administrator on a 6 month contract. The firm operates within a large variety of industries, ranging from, accounting, tax administration and planning, business and transactional...

???? **Exciting Opportunity: Administrative Assistant - Join a Leading Commodity Trading Company in Somerset West!** ???? Are you ready to become an essential part of a well-established and highly successful corporate commodity trading enterprise, specializing in international physical deliveries? Our client is seeking a dedicated and organized...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...

A small established financial services business base in Somerset West is seeking to employ an Administrator on a permanent basis. The primary duties are to support the Financial Planner with daily administration tasks and interact with Insurance Companies, Investment platforms and clients. **Responsibilities** - Process new and existing business...