Portfolio Trust Administrator

Job OverviewThis is an exciting opportunity to join our team as a Trust Compliance Administrator. In this role, you will be responsible for managing trust client files, coordinating compliance efforts, and drafting essential documents.Responsibilities:Manage trust client files, ensuring accuracy and completeness.Coordinate compliance efforts, ensuring...

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...

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...

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...

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,...

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...

Your:Formal EducationMatric and relevant subsection skills:Language skills for client and advisor communication (Principles of sound English and Afrikaans);Basic math skills for reconciliations (investigating discrepancies).ExperienceExperience in a financial services or investment related administrative environment.will enable you to fulfill the following...

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 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...

Job Summary:The Portfolio Administrator is responsible for providing administrative support to the investment team. This includes setting up and maintaining trading instructions, monitoring the execution of these instructions, and developing performance tracking models.Main Responsibilities:Administer daily trading activities, including setting up and...

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...

Job DescriptionThis is an exciting opportunity for an experienced Administrative Assistant to join our team of Financial Advisers / Planners.The successful candidate will be responsible for providing comprehensive support to our team, including assisting with daily administrative tasks and managing client portfolios. This role requires strong organizational...

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 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...

Nedbank is recruiting and accepting applications for Trust Officer vacancy.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 for our clients.ResponsibilitiesAdhere to company policies and procedures...

Nedbank is recruiting and accepting applications for Trust Officer vacancy.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 for our clients.ResponsibilitiesAdhere to company policies and procedures...

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.                ...

Key Responsibilities:Daily updating of various spreadsheetsDaily monitoring of corporate actions, cash and performanceConducting quarterly rebalancing of trackersTrading of local and offshore carveout portfolios according to the modelSend trade notes to advisory clients within 3 days of executing bulk trades.Send corporate action notifications to clients at...

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...

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...