Pension and Trust Administrator

4 days ago


Somerset West, Western Cape, South Africa Helderberg Personnel Full time
About the Company

Helderberg 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 Retirement Annuity Trust Schemes (RATs).

Job Description

This is an excellent opportunity for someone who is looking for a challenging role that requires strong organizational skills, attention to detail, and excellent communication skills.

The post holder will be responsible for managing client questions and queries, attending to all administrative tasks associated with the deed and statutory legislation, and ensuring that we meet CDD requirements for all members.

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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