Trust Officer Somerset West

Helderberg Personnel; Somerset West; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Helderberg Personnel in Somerset West seeks a Trust / Client Services Officer to join the Client Services Team. You will handle an administration portfolio across pension schemes, Trusts, RATs, and EBTs, liaising with advisors, clients and partners to ensure exceptional service and reporting to the Private Client and Trust Manager.

Key duties include processing client inquiries, maintaining documentation, ensuring CDD compliance, and managing transactions.

Qualifications

• Requires relevant post matric qualification (degree or diploma).
• STEP qualification is preferable and beneficial for the role.
• 3–5 years of relevant experience is desired.

Responsibilities

• Manage client questions and queries.
• Attend to all administrative tasks in accordance with SLA and deed requirements.
• Record client financial transactions, including investments and transfers.
• Ensure compliance with CDD requirements and pension/trust regulations.
• Liaise with financial advisors, investment companies, clients and business partners to ensure high-quality client service.

Skills

Organisational skills

Interpersonal skills

Communication skills

Attention to detail

Time management

Education

Post-matric qualification (degree or diploma)

STEP qualification preferable

Job description

A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer.

The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs). In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times and report directly to the Private Client and Trust Manager.

Duties & Responsibilities

Key Duties and Responsibilities:

• Manage client questions and queries.
• Attend to all administrative tasks, associated with, and required by the deed and statutory legislation, accurately and in accordance with our Service Level Agreements (SLA).
• Remain abreast of pension and trust regulations.
• Appropriately store/input and reference all client documentation within the document management system and administration system.
• Ensure we meet CDD requirements for all members, reviewing files as and when required as per our policy.
• Record all client financial transactions, including investments, transfers, benefit payments, statutory payments, and fee charges.
• Ensure housekeeping, cases, and data capturing is completed accurately in relevant systems i.e. Salesforce.
• A clear understanding of applicable Pension and Trust legislation and statutory reporting requirements.
• Experience of administrating pension and trust schemes.
• An ability to read/research governance documents impacting a scheme/trust and apply appropriately.
• A logical approach to assessing productivity and implementing solutions.
• Calculating and informing on pension payment calculations and associated tax/lump sum/loan/benefit and drawdown payments.
• Investigate and prepare a response to complaints.
• Review and respond to billing queries.
• Ability to provide assistance with regulatory reporting.
• Ability to correspond with relevant tax offices to ensure efficient resolution of client queries.
• Act as a signatory, once approved, for the business.
• Support, coach, and guide colleagues in the performance of their duties.
• Complete any other duties as and when required to drive business success.
• Attend Management meetings on request or in the absence of the manager.
• Hold regular team meetings.
• Conduct annual appraisals, on request or in the absence of the manager.

Competencies Include:

• A relevant professional qualification or a willingness to study towards one.
• Working towards and meeting deadlines.
• Excellent organisational skills; prioritising, achieving deadlines and driving business efficiency.
• Strong interpersonal skills.
• A proven ability to communicate at all levels, both in writing and verbally.
• An aptitude for applying attention to detail in all aspects of the role.
• A willing and flexible attitude to working hours to support team and business needs, as required.

Requirements

• Relevant post matric qualification (degree or diploma).
• 3-5 years relevant experience is desired.
• Relevant professional qualification - STEP is preferable.