Trust Accountant (JB4431) Woodmead, Johannesburg (Office Based) R35 000 - R40 000 CTC per month Provident Permanent Seeking a dynamic and well-organized Trust Accountant. You will be responsible for preparing and tax returns for trusts, companies, and closed corporations, with a focus on trusts. The ideal candidate candidate should have experience in trust accounting and tax, offshore entity accounting, investment accounting and Tax Returns relating to Trust Accounts. Familiarity with both the Trust Property Control Act and the
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
experience of the following; Litigation Secretary for ABSA Litigation Secretary for Standard Bank Salary offered
function:
Daily cash book processing x 3 (Nedbank / Absa / Std bank)
Debtors (2 x debtor schedules
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
reconciliations. Accurate recon of daily deposits for trust account deposits Distribution of daily bank statements statements Weekly preparation and reconciliations of all Trust and bank accounts Monthly recon of IPAP float account Creditor payments to be captured by 3pm daily Daily trust account deposits to be captured by 3 PM daily Sales Compliance – Bank & Trust, Successful audits, BEE, SARS, POPIA etc To ensure bank and trust (VIC) are accurately correct and available for audit Ensure Bank and trust balances with Trial balance Manage information in
services for high net worth clients, including trust administration. General administration practice management Compliance and data integrity and security Trust administration Tertiary Qualifiation (Legal preferred)
services for high net worth clients, including trust administration. General administration practice management Compliance and data integrity and security Trust administration Tertiary Qualifiation (Legal preferred)
Bookkeeper in a Law Firm
clients; Prepare; consolidate and circulate Board, Trust and subcommittee packs ahead of meetings, Participate Corporate Governance Consultant Schedule and Convene Trust, Board, and subcommittee meeting(s) LLB / BCom Law CIPC and Master of the High Court with respect to Trusts. Ability to communicate with all levels within Detailed understanding of Companies Act; and the Trust Property Control Act. Understanding of relevant