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Officer Trust Services at Absa Bank - ApplyBlast

Officer Trust Services

Absa Bank

3 months ago

3.7 on Glassdoor

Pretoria, South Africa

Onsite

Full Time

Senior

0 applicants

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About this role

This role involves administering Legal Claims Trusts, including RAF and Medical Negligence, in accordance with the Trust Mandate. The position requires taking possession of trust assets, investing them for the benefit of beneficiaries, and managing property-related matters. Additionally, the incumbent will handle client relationship management, financial reporting, tax administration, and ensure compliance with fiduciary legislation.

Responsibilities

Administer trusts in accordance with trust deeds and legal requirements.
Manage property-related matters including insurance, rates, and tenant administration.
Prepare investment proposals and conduct periodic reviews of trust portfolios.
Manage SARS registrations and submit annual trust tax returns.
Review and validate annual trust financial statements for accuracy.

Skills

Qualifications

Bachelor's Degree in LawEstate and Trust DiplomaCertificate in Deceased Estates AdministrationAdvanced Estate and Trust DiplomaFETC: Financial Sciences