Trust and Client Services Officer

1 week ago

Somerset West, South Africa Helderberg Personnel Full time

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

Key Duties and Responsibilities:

- Manage clientt 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, this includes 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.
- 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.
- 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

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