45 Trust And Will jobs in South Africa

With over 100 years of rich history and a strong position as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of an exciting growth journey, to reset our future, and to shape our destiny as a proudly African group.

Job Summary

To process financial transactions accurately and promptly by executing predefined objectives according to standard operating procedures (SOPs).

Job Description

Financial & General Administration: Attach supporting documents such as credit approvals, authorizations, invoices, signed spreadsheets, and make copies for audit purposes. Provide regular management updates, e.g., invoices paid, to the Line Manager. Address queries within 24 hours regarding incomplete or unsigned documents and escalate unresolved issues. Take ownership of customer requests, offer solutions, and resolve complaints constructively. Maintain financial files and records systematically. Address ad-hoc queries from internal and external stakeholders (e.g., Group Tax, Private Bank Management) by asking questions to understand customer needs and respond effectively, ensuring high-quality work and meeting deadlines. Perform general administrative duties related to finance.

Reporting & Compliance: Prepare regular reports (weekly, monthly, quarterly) and report on variances. Ensure accurate and timely financial reporting by preparing reports, journals, and reconciliations within deadlines. Prepare the Business Unit Procure to Purchase monthly report and follow up on discrepancies. Liaise with Group Sourcing on procurement queries, including non-compliance vendors. Assist in preparing the Annual Financial Statements for the SBU by collating and submitting relevant information. Stay updated on technical knowledge such as changes to the Companies Act, Tax laws, and other applicable standards. Prepare VAT packs monthly, ensuring correctness and timely submission. Comply with Risk Management principles and Model Risk Policy, keeping informed of updates. Stay current with changes in accounting standards (IFRS) and regulations. Prepare attestations for sign-off by the Financial Manager, CFO, and Managing Executive for submission to Group Regulatory reporting monthly. Complete reconciliation sections in monthly Financial Director attestations, indicating compliance with legislation and group requirements.

Reconciliation & Budgeting: Prepare monthly account reconciliations with supporting documents, investigating transactions as needed, following the Accounts and Reconciliation Policy. Reconcile the bank statements with internal ledgers. Assist in preparing departmental budgets by gathering relevant information. Conduct daily reconciliations of control accounts and address deviations. Resolve unreconciled items from previous months and discuss long-standing issues with the FMR.

Education

Further Education and Training Certificate (FETC): Financial Sciences (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In line with the Employment Equity Act 55 of 1998, preference will be given to candidates from designated groups to promote demographic diversity. Absa Bank Limited reserves the right not to fill the position as advertised.

My client, an established accounting and Auditing firm seeking to a Trust Administrator. Working knowledge of trust administration and the applicable legislation coupled with a tertiary degree in Legal / Accounting essential.

Responsibilities include:

• Trust administration, including registrations, trust deed amendments, trustee amendments, and reporting to trustees on various matters
• Assist with trust legislation and money-laundering legislation reporting requirements
• Drafting of trust resolutions for decisions undertaken by the trustees.

• A relevant tertiary legal / accounting academic qualification
• A minimum of three years current, practical and relevant experience in trust law and administration
• Technical proficiency in the full Microsoft Office suite (Word, Excel, PowerPoint, and Outlook).

Reference: MID015713-CdT-M-1

Top tier Wealth and Investment company is seeking a Trust Accountant to join their team ASAP.

• BCom or Accounting qualification is a requirement
• 5+ Years Experience as an Accountant in the financial services or wealth management industry
• Experience with Trusts as the position involves maintaining the accounting records of Trusts and preparing the annual financial statements
• Knowledge of investments and tax
• Exposure to the following packages - Forward ERP, Draftworx or Caseware
• Valid Licence and Own Vehicle

Consultant: Chanel du Toit - Dante Personnel Midrand
Apply via our website you do not hear from us within 5 days, please accept that your application was unsuccessful.

• Location: Clocktower Campus, V&A Waterfront, Cape Town
• Cluster: Personal and Private Banking | Private and Wealth | Nedgroup Trust | Trust Services
• Please Note: Preference will be given to applicants from Underrepresented Groups
• 12 month contract

Sales and Services

To administer deceased estates and to add value to the business by referring sales leads to the rest of Nedbank Group so as to create holisitic value proposition for our clients

• Explain the deceased estates administration process to the heirs and manage their expectations; by regular and ongoing communication.
• Receive all relevant documents from the heirs and send them to the relevant authorities for processing.
• Engage our internal clients (NFP; PFA) by keeping them up to date with regular progress report.
• Responding to client queries and complaints within 48 hours.
• Escalating complaints to Management.
• Foster professional relationships with beneficiaries; intermediaries and others.
• Finalise estates within a reasonable time to ensure client satisfaction.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
• Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
• Ensure information is provided correctly to stakeholders by maintaining knowledge and sharing knowledge with team.
• Ensure that internal control procedures are adhered to for instance : Making sure that all estates assets are insured against loss - Cash reconciliation statements are checked for correctness by management before any cash distribution - Get equity mandates from the heirs before liquidating any assets.
• Take control of the deceased assets and ensuring that thery are allocated to the lawful heirs .
• Update stats and have monthly meetings with Management to identify possible risks.
• Generate revenue by taking executor's fees.
• Refering sales leads relating to stockbroking; investments; short term insurance; trusts; tax; Wills; property sales to various departments in the group.
• Finalise estates within the shortest possible time to maximise profits by making use of statistics and progress reports.

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

LLB / Post Graduate Diploma in Financial Planning.

• Fiduciary Institute of South Africa (FISA)

• Fiduciary Institute of South Africa.
• Fiduciary Practioner of SA
• Trust and Estate Practitioner
• CFP

• 5 - 7 years in trust administration or fiduciary services.
• Proven experience managing complex trust structures of HNW clients including:
  • Testamentary and inter vivos trust
  • Offshore trusts
• Experience working with beneficiaries, trustees and legal advisors.

• Microsoft Office
• Administrative procedures and systems
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Banking knowledge
• Banking procedures
• Cluster Specific Operational Knowledge
• Business principles
• Business terms and definitions
• Governance, Risk and Controls
• Customer Focus
• Work Standards
• Communication
• Managing Work
• Building Partnerships

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Please contact the Nedbank Recruiting Team at +27 860 555 566

If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up.

Nedbank Ltd Reg No 1951/0009/06.
Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at +27 860 555 566

SGS is the world’s leading inspection, verification, testing and certification company. SGS is recognized as the global benchmark for quality and integrity. With more than 89,000 employees, SGS operates a network of over 2,600 offices and laboratories around the world.

Serve as the local sponsor for SGS's digital trust portfolio, leading business development and accountable for technical and commercial activities in respective affiliates.

Depending on size of the business, can be the P&L owner for the Digital Trust Assurance P&L

Align local strategies with global digital trust initiatives, maintaining effective communication and collaboration between the global team and local affiliates.

Ensure proper implement of processes and procedures related to digital trust, such as information security, AI, and privacy.

Guide local affiliates in delivering services aligned with global standards and operational efficiencies.

Oversee the selection and qualification of local digital trust resources (auditors, specialized sales, etc…), collaborating with global technical leadership to ensure adherence to SGS standards and practices.

Ensure proper induction, support, promotion, and ongoing development of personnel involved in digital trust assurance activities is in place.

Serve as the focal point of contact in the affiliate for technical and commercial queries related to digital trust, escalating complex issues to the global team.

Foster strong relationships with scheme owners, local organizations, and other entities for advocacy, representing SGS in relevant committees and contexts.

Oversee the Digital Trust (DT) pipeline, ensuring a robust and sustainable stream of projects and initiatives that align with strategic goals.

Develop partnerships to enhance the value and reach of SGS's digital trust services.

Maintain a positive customer experience by ensuring effective response to feedback and driving service improvements.

In accordance with the Global team, devise a commercial strategy and business plan to grow global products.

Be accountable for delivering the commercial plan to achieve aggressive growth targets and maintain high levels of profitability.

Cultivate a deep understanding of customer and market needs and maintain a pulse on competitive activities within the digital trust domain.

Lead sales, marketing, business development, and account management activities, including direct sales initiatives, events, and collaborations with international sales and account managers.

Actively contribute to the strategic planning for digital trust services, focusing on themes such as Information Security, Trustworthiness of Digital, Trustworthiness of AI, Privacy Management, and Sustainable Technology.

Lead market analysis efforts to benchmark SGS's services against industry standards and ensure leadership in the digital trust domain.

Establish a continuous improvement framework for digital trust services, encouraging innovation and adaptation to market demands and technological advancements.

Develop and coordinate internal training programs to elevate the organization's competencies in digital trust themes.

Formulate and execute strategies to integrate digital trust into every customer conversation, empowering affiliates and fostering a culture of digital trust awareness.

Professional qualifications or experience equivalent to a university degree in a relevant field, with a focus on demonstrated skills and results.

A leader with the capability to influence and guide teams at various organizational levels.

Demonstrated knowledge and interest in digital trust, with a strong commitment to continuous learning and professional development.

Proficiency in English

Experience in a global matrix organization and comfort with virtual and cross-cultural communication.

Effective communication across all organizational levels, with the ability to engage with senior management, technical, and commercial teams.

Understanding of the information security sector, accreditation requirements, and risk management principles.

Proven skills in change management, project management, negotiation, and persuasion.

Strong organizational skills and the ability to adapt and align local actions with global objectives

Hire Resolve's client in Knysna is seeking a knowledgeable and experienced financial advisor/trust officer to provide comprehensive financial advice and services to their clients. The ideal candidate will have a strong understanding of investment strategies, estate planning, and trust administration. They will also have excellent communication skills and the ability to build and maintain strong relationships with clients.

• Develop and implement personalized financial strategies for clients based on their goals and risk tolerance.
• Provide investment advice and recommendations to help clients achieve their financial objectives.
• Assist clients with estate planning, including wills, trusts, and other related services.
• Administer trusts and manage assets on behalf of clients.
• Monitor and review client portfolios on a regular basis to ensure they remain aligned with their financial goals.
• Stay current on market trends, economic indicators, and regulatory changes that may impact client portfolios.

• Bachelor's degree in Finance, Business, Economics, or related field.
• Proven experience as a Financial Advisor or Trust Officer.
• Strong knowledge of financial planning strategies, investment products, and trust administration.
• Certified Financial Planner (CFP) certification preferred.
• Familiarity with relevant laws and regulations, such as fiduciary responsibilities and estate planning.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Strong analytical and problem-solving abilities.
• Ability to work independently and as part of a team.
• Proficiency in financial software and tools.
• Attention to detail and high level of accuracy.
• Ability to handle confidential information with sensitivity and discretion.
• Exceptional organizational and time management skills.
• Professional ethics and integrity.
• Minimum of 8+ years of experience in financial planning, trust administration, or a related field.

• Salary: R540K/yr - R600K/yr, salary negotiable.
• Training and Development.
• Paid Time Off (PTO) (if applicable).

Contact Hire Resolve for your next career-changing move.

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

Reference: MID015713-CdT-M-1

Top tier Wealth and Investment company is seeking a Trust Accountant to join their team ASAP.

• BCom or Accounting qualification is a requirement
• 5+ Years Experience as an Accountant in the financial services or wealth management industry
• Experience with Trusts as the position involves maintaining the accounting records of Trusts and preparing the annual financial statements
• Knowledge of investments and tax
• Exposure to the following packages - Forward ERP, Draftworx or Caseware
• Valid Licence and Own Vehicle

Consultant: Chanel du Toit - Dante Personnel Midrand
Apply via our website you do not hear from us within 5 days, please accept that your application was unsuccessful.

Our client, an investment management company, is seeking a Trust Compliance Officer. This role provides tax compliance support being responsible for trust tax and related tax compliance support for the Investment advisors within business. The suitable candidate will have prior trust tax experience with a minimum 3-5 years experience.

Responsibilities:

• Completion of ITR12T return, including submission to SARS, and calculations of tax payments and ensuring execution of same
• Completion of e-filing responsibilities on behalf of trust, including IT3(T) Tax submissions
• Raise objections to assessments, and attend to enquiries raised by SARS
• Request and remit payments and attend to client refunds from SARS
• Provide an advisory service on tax matters in relations to income tax for trusts
• Make recommendations on tax planning and provide feedback to Trust Officers/ clients
• Liaison with internal and external clients, and support departments as needed
• Client liaison: timeous response to attending to and resolving all queries; regular and ongoing feedback relating to progress and confirmation of finalisation of matters to internal and external clients

Requirements:

• Minimum of 3-5 years of experience
• Registered tax practitioner, or tax technician, with own tax practitioner or technician code
• Experience in trust tax matters, including understanding of AFS, and trust compliance requirements
• Computer literacy: MS Office suite and Excel at an intermediate level, as well as relevant tax package knowledge and previous experience

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.