dealing and switches as well as preparation of trust administration documentation is critical. A typing
balance sheet essential.
Experience with trust accounts is required
Must have valid drivers
Responsible for setting up at least four annual meetings, following the company Board meetings. Attend all Company Group Board meetings. Sets up and manages administration for monthly meetings. Provides feedback from Company Board, AGM, Company Group Board. Ensures timely and accurate submission of
As a Trusts and Beneficiary Funds Consultant - you will be responsible for the devvelopment and maintenance asset and income targets for marketing of: -Sanlam Trust Beneficiary Fund at approved retirement funds for Section 37C of the Pension Fund Act; and -Guardian Trust to intermediaries and individual policy holders presentations, etc. of Beneficiary Fund, Guardian Trust and Umbrella Trusts. 6. Prepares the presentation and tenders clients/intermediaries in order to ensure that Sanlam Trust stay their preferred service provider. 17. Advice
up on correspondence with regards to Estate and Trust matters;
Law firm in Pretoria East is looking for a Trusts and Estates Administrator to join their team in Pretoria Pretoria. Responsibilities: Administering trusts and estates and maintaining accurate records. Liaising enquiries. Preparing legal documents, including wills, trusts, and powers of attorney, with strong attention prioritise tasks effectively. Previous experience in trust and estate administration/Legal experience will unsuccessful. Law firm in Pretoria East is looking for a Trusts and Estates Administrator to join their team in
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field, especially Trust and Estates; or
As a Trusts and Beneficiary Funds Consultant - you will be responsible for the devvelopment and maintenance asset and income targets for marketing of: -Sanlam Trust Beneficiary Fund at approved retirement funds for Section 37C of the Pension Fund Act; and -Guardian Trust to intermediaries and individual policy holders presentations, etc. of Beneficiary Fund, Guardian Trust and Umbrella Trusts. 6. Prepares the presentation and tenders clients/intermediaries in order to ensure that Sanlam Trust stay their preferred service provider. 17. Advice
Reference: PTA001418-MF-1 Trust Case Administrator We are currently seeking a dedicated Trust Case Administrator Legal firm that specialise in Medical Malpractice Trust matters that is located in Monumentpark, Gauteng working with case management of Medical Malpractice Trust matters. Own vehicle and valid Driver's License the Trustee to facilitate decision-making for the Trust. Keeping detailed records of time spent on tasks electronically. Keeping records of costs and managing the Trust's budget. Providing assistance to management with