Senior Trust Administrator - Cape Town, South Africa - CA Financial Appointments
Description
I am looking for a Senior Trust Administrator to join my client within the financial and fiduciary services business. The successful incumbent will be joining a busy team dealing with and assisting Relationship Managers with private client work.Responsibilities
- Bookkeeping
- Making payments, distributions, invoices, investments etc.
- Liaise with Relationship Managers
- General administration of a portfolio of Trust and Companies
- Purchase and sale of a wide range of investments and assets including properties
- Review client reports before sending to Relationship Managers
- Statutory work (minutes, agreements, Trust Instruments as required)
- Involvement in the investment process
- Ensuring that the Client due diligence is up to date
Requirements:
- LLB/Comm Law/ CA(SA) or Finance qualifiication
- Min 5 years experience in Trust and Company Administration
- Strong communication (verbal and written) and interpersonal skills
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