Unit Trust Administrator

The Unit Trust Administrator is responsible for daily unit trust pricing, and accurate reconciliations of the unit trust funds, and administration related to the daily activities within the funds. The role is ideally suited to recent graduate with B Com Honours in Financial Analysis and Portfolio Management or similar. This is a 6- month fixed duration...

A client-focused trust and investment management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years, is seeking to employ a Trust Officer Administrator. This role handles administrative support for the trust officers (financial / investment advisors) within the team, and...

The Mulilo Community Trusts (“Trusts”) are seeking a Trust Administrator to assist with the management of the three community trusts operating within the Siyathemba, Emthanjeni, and Rhenosterberg Local Municipalities. The Trusts were established in 2011 as part of the DOE’s REIPPPP with the purpose of realizing broad-based socio-economic development...

**Job Information**: Job Opening ID ZR_1228_JOB Hours of work Full-time Industry Financial Services Location Type In Office Salary R25 000 - R32 000 Remuneration Term Per Month Province Western Cape City Cape Town Country South Africa - A client-focused trust and investment management company providing financial planning and investment advice and...

Lexdan Select is assisting a client with their search for a Trust Administrator, based in Stellenbosch. The client is a Family Office that manages the wealth of affluent families. The Trust Administrator role requires: - Prior experience in trust administration - Solid knowledge of trust law and regulations - Strong communication skills and the ability to...

Precise and meticulous, we are seeking an experienced Unit Trust Operations Expert: Authoriser to join our team at Prescient Limited. In this critical role, you will be responsible for reviewing and authorizing account opening applications, verifying client tax details, and ensuring adherence to business rules and regulatory requirements.Your key duties will...

**RHighly Negotiable.** This high profile, long established Deceased Estates Department based with highly reputable group of attorneys requires a senior level Deceased Estates Administrator capable of functioning within a senior capacity. Duties include: **Requirements**: A minimum of 5 years Deceased Estates experience having worked within a firm of...

Urgent vacancy available in Cape Town Position: Senior Trust Administrator City: Cape Town Minimum Requirements Grade 12 (Matric) Degree (Accounting) or (LLB) 10 years Trust experience Advanced knowledge and experience handling Trust Accounts Good understanding of offshore compliance Monthly Salary: R45 000 to R60 000 CTC (dependant on experience...

**Responsibilities**: - Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemption's and switches, and share dealing. - Ensure necessary authority is obtained, preparation and capturing of same on internal systems (Fundamental, and Climan/ CRM system). - Daily/ monthly EFT payments...

Job Description">Manage and maintain accurate and up-to-date trust client files, including contact details.Ensure compliance with all regulatory and statutory requirements locally and internationally.Draft essential documents such as trustee resolutions and meeting minutes.Effectively liaise with third parties, such as SARS, the Master of the High Court,...

**Job Information**: Job Opening ID ZR_1229_JOB Hours of work Full-time Industry Financial Services Location Type In Office Salary R22 000 - R25 000 Remuneration Term Per Month Province Western Cape City Cape Town Country South Africa - **Responsibilities**: - Collation of all necessary documentation relating to administration of local and...

The Phoenix Group seeks an experienced Paralegal to join their team in Naples, FL, working closely with attorneys to prepare pleadings, monitor files, and review estate planning documents.Key QualificationsHigh school diploma or GED required; degree in business administration preferredMinimum three years' experience in paralegal rolesExpertise in probate,...

Trust Compliance Administrator (JB5041)Newlands, Cape Town (Office Based)R45 000 - R55 000 CTC per monthProvident Fund, Group RiskPermanentSeeking a detail-oriented Trust Compliance Administrator to manage and oversee compliance for new and existing Trust client portfolios.This role ensures adherence to the Trust Property Control Act and best practices while...

**POSITION PURPOSE** Responsible for a variety of Trust administration related duties and support functions. Responsible for the daily receipting of tenant deposits. Provides miscellaneous assistance as required. Research and resolves discrepancies and accounting arrears - completed related reports, summaries and records and performs related clerical...

**Talent Acquisition Consultant **Ayanda Tshabalala - Req ID 114905 Career Stream Fiduciary **Job Purpose** To provide full administrative, financial accounting and tax services to high-net worth clients (i.e. trusts; trust beneficiaries; close corporations and privit companies) in line with Nedbanks business strategy to create a great place to...

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...

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...

Qualifications and Experience required: - Minimum 1 year of experience in a similar position - Experience within residential rental administration - Great administrative skills - Detail oriented - Excellent communication skills and telephone etiquette Duties and Responsibilities: - Generate and upload leases to property management platform - Manage...

**Job Classification** - Job Family- Sales and Services - Career Stream- Fiduciary - Leadership Pipeline- Manage Self: Technical - FAIS Affected**Job Purpose** - To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to bank...

**Job Classification** - Job Family- Sales and Services - Career Stream- Fiduciary - Leadership Pipeline- Manage Self: Technical - FAIS Affected**Job Purpose** - To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to bank...