Trust Specialist at SERR Synergy

Job Overview - 
Processing and preparing financial statements for Trusts. The ideal candidate should be a team player as well as an individual performer that is willing to work in a fast-paced and deadline driven environment.

Qualifications:

• Relevant tertiary qualification in the Finance or Accounting.
• Relevant SAIPA or SAICA registration will be an advantage.
• Strong leadership, organisational and interpersonal relationship skills.
• Relevant financial experience of at least 3 years.
• Be computer-literate on the Microsoft Office suite.
• Strong administrative and excellent communication skills.
• Fluent in Afrikaans and English.
• The candidate must be able to work under pressure.
• Self-reliance with a high level of integrity and accountability.
• Strong sense of client orientated service delivery.
• Must have own reliable transport.

Your duties will include but not be limited to the following:

• Tracking and reconciling bank statements.
• Processing and preparing financial statements.
• Ensuring that all Trust administration and assessments are completed on an annual basis.
• Reviewing changes in legislation and policies to ensure compliance with current legislation
• And any other task necessary for the conduct of the employer’s business, as the employer may from time to time direct, and to assist clients with all information compliance related matters to ensure compliance with legislation and to avoid or limit risk.
• Ensure client satisfaction.
• Market related salary depending on qualifications and experience.

Should you qualify and meet the above requirements, kindly submit your CV to:

Pretoria Corporate Legal Advisory office - [email protected] and quote reference SERR112/03.02.22.
Successful candidates will be contacted for an interview. Job applications close on 18 February 2022. If you have not received a response within two weeks, your application was most likely unsuccessful.