Trust and Client Services Officer (Financial Services) at Helderberg Personnel

Key Duties and Responsibilities:

• Manage clientt 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, this includes 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