My client in Randburg is a fully licensed, independent trust company dedicated to providing a full array of fiduciary services. They are looking for a Trust Officer, but would consider a Bookkeeper that wants to learn about trusts. We need someone with good accounting knowledge in this role.
Responsibilities Of Trust Officer
- Responsible for full trust administration function
- Registration of new trusts
- Termination of trusts
- Adhoc requests
- Annual Trust statements
- Ensure tax returns submitted
- Client service to Beneficiaries
- Update and manage of Trust database
Requirements For Trust Officer
- Accounting knowledge experience, Quickbooks knowledge advantageous
- Understanding of the Deceased Estate process
- Experience in Trust administration (can be taught)
- Excellent communication skills (writing, reading and speaking) - Afrikaans and English
- Experience in dealing with customers (beneficiaries)
- Ability to work and effectively communicate with clients and colleagues
- Good knowledge of Excel and Word
You can send your CV to (Email Address Removed) for consideration
Desired Skills
- Accounting
- Bookkeeping
- Trust
- Trust Administration
- Fiduciary
Desired Work Experience
Desired Qualification Level
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