Trust Portfolio Manager

About the RoleWe are looking for an experienced Trust Manager to manage a team of trust administrators and tax administrators. The successful candidate will be responsible for compiling annual work plans, monitoring team performance, and ensuring compliance with tax regulations.The ideal candidate will have a strong background in finance and a proven track...

Our client, a boutique fiduciary services company, is seeking a Trust Officer / Fiduciary Specialist to join their team. The purpose of the role is to manage the administration of existing Trust clients in accordance with the requirements set out by the Trust Property Act and the company's Practice Manual, as well as identify and report possible issues and...

About the Job: We are seeking an experienced Trust Compliance Administrator to join our team in Cape Town. In this role, you will be responsible for managing and overseeing compliance for new and existing trust client portfolios.Responsibilities: Manage and maintain trust client files, including contact details;Ensure compliance with all relevant laws and...

About Us:Ajtechnicaldr is a leading financial institution that offers a wide range of services, including trust management. We are committed to providing our clients with exceptional service and expertise.Job Summary:We are seeking an experienced Trust Officer to join our team. The successful candidate will be responsible for administering a portfolio of...

Direct message the job poster from Mary Moir ConsultingAbout the Company - My client is a client-focused Investment Management company providing financial planning and investment advice and services to clients planning for, or already in, their retirement years. They offer a full range of financial services including: Investment & Portfolio Management,...

Role Description:The Consultant will play a critical role in providing high-quality financial services to a diverse range of clients. Key responsibilities will include:* Managing a portfolio of clients, including individuals, trust companies, and close corporations.* Conducting various engagements such as compilation, independent review, and accounting...

Job Description:Company Overview: Kontak Recruitment is a specialist recruitment agency, dedicated to delivering top talent in niche fields. Our expertise lies in placing candidates in key roles within these industries.Role Summary: We are currently seeking a detail-oriented and organized Trust Compliance Administrator to manage and oversee compliance for...

Job title : Trust PractitionerJob Location : Western Cape, Cape TownDeadline : March 14, 2025Quick Recommended LinksJobs by Location Job by industries Job PurposeTo deliver Trust services through individual professional contribution, influence, effort & self-management in line with the Nedbank and Nedgroup Trust business strategy.                ...

About the RoleAjtechnicaldr is recruiting a Trust Officer to join our team. This role involves administering a portfolio of trusts, mainly testamentary, to generate fees and leads.ResponsibilitiesEnsure trust assets are invested in line with company policies and procedures.Develop and maintain knowledge of legislation and industry developments.Implement risk...

Role OverviewAjtechnicaldr is looking for a Trust Officer to manage a portfolio of trusts, focusing on testamentary trusts, to drive revenue growth and lead generation.Key TasksAdminister trust assets according to company policies and procedures.Develop and maintain expertise in legislation and industry developments.Implement risk management strategies to...

Join this asset manager as a Trust Manager in Cape Town. The successful candidate will be responsible for providing trust administration, accounting and taxation services to the company's stakeholders by managing a team of Trust Administrators and Tax Administrators in line with the company's business strategy.Job Responsibilities:Compile an annual work plan...

Job DescriptionNedbank is seeking a Trust Officer to administer a portfolio of trusts, primarily testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services.Key ResponsibilitiesAdminister trust assets in accordance with company policies and procedures.Stay up-to-date with legislation and industry developments...

Role Overview:The role of Estate Planning Professional involves managing the administration of existing Trust clients. This includes managing and maintaining existing Trust relationships, applying expert knowledge of the Trust Property Control Act, and ensuring superior administration of trusts.Key Requirements:Relevant graduate degree / Diploma with a...

Company OverviewEstablished as a trusted recruitment agency, Time Personnel has earned a reputation for providing top-notch candidates to organizations seeking dedicated professionals. We connect talented individuals with job opportunities that align with their passions and expertise.A renowned organization is currently seeking a seasoned Portfolio...

Job Role: Trust Compliance AdministratorDepartment: Trust ServicesLocation: Cape TownAbout Us: At Kontak Recruitment, we pride ourselves on being specialists in our field. With a focus on niche industries, we have built a reputation for delivering exceptional results. Our team of experts works closely with clients to understand their needs and match them...

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...

Finding the right talent to manage our PSM finance functions is crucial to delivering exceptional administration services to a global retail investment market. We are seeking a skilled individual to join our team as a Senior member of PSM Finance team.The RoleThis position involves performing regular and ad-hoc functions for PSM Finance team.The successful...

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,...

Biovac is one of the leading sterile vaccine manufacturers rooted in Africa, with a core purpose to protect life. We are seeking a dynamic, passionate, confident, proactive, and meticulous IT Business Applications Manager to join our goal-oriented team.Key Responsibilities:Manage the company's application portfolio, including selection, implementation,...

Job OverviewThe Recruitment Council is seeking a skilled Trust Manager to join our team. As a key member of our asset management division, you will be responsible for overseeing the administration, accounting, and taxation services provided to our clients.