Mokoma Job

I hold a diploma in business management. I have 5 years and 6 fiduciary work experience as a Trust administrator. I am a deligent and astute worker. I believe in personal growth. I enjoy working with a team and i work independently. I do not mind relocating for a job opportunity. 

Drafting and issuing consent letters to Attorneys

Drafting of trust deed

Preparing application forms for new files to be lodged with the master of the high court

Consultation with clients and Attorneys and continually keeping clients informed of processes, procedures, progress and handling their queries

SARS E-filing 

Changing  of trustee representative 

 Data  capturing

 Administering trusts 

 Taking responsibility for taking all asset forming part of the trust into possession and to administer these to the optimal benefit of the beneficiaries

Checking accuracy of the reports 

Formulating year end statements 

Opening new trust files 

Creating investment proposals for new funds received

Reviewing existing investment compositions of all the trusts under administration 

Lay the proposed investments before the investment committee and discuss the reasoning to obtain the committee’s approval

Checking the accuracy of the financial statement and make changes as required by capturing the changes on the system if necessary

Facilitating ad-hoc payments (debit orders) to clients 

Handling daily incoming and outgoing mail, faxes, e-mail and telephone enquiries from client, municipalities, brokers, insurance companies etc. 

Compiling monthly reports 

Road accident fund claims 

Diploma in business management.