发布 Jul 16, 2024 423 查看
We are seeking a Trust Manager who will be in charge of assuring compliance with relevant Company policies and external legislation. You will support the trust officers in the servicing and operational management of more complicated trust and estate accounts or portfolios.
By reading any correspondence you receive from the legal department and going to all educational programs, you can stay up to speed on knowledge and abilities pertinent to the fiduciary industry (updates received from the legal department, broadcasts, economics, cost to company).
Responsibilities:
- Create trust accountings, trust returns, and estate tax returns.
- Creating an estate and trust plan.
- Participate in and contribute to the continual development of the structures, procedures, and controls of the Investment Trust department.
- Own and approve corrective action items for matters pertaining to the Trust Office with Internal Audit and Management Assurance.
- Obtain the monthly report of all trusts with investments to manage the liquidity of funds and ensure the timely investment of surplus money on a daily basis.
- Check reports for discrepancies on a monthly basis, reconcile trust systems and bank accounts, and review all trusts.
- Create reports on SARS E-filing for any unresolved cases, and make sure the Trust Officer and tax returns are finished, submitted, and paid on schedule.
- Examine files that won't make money and get rid of them by considering alternative possibilities, raising the fees, and obtaining other Trusteeships.
- Verify that rent for monthly or recurring rentals is paid on time.
- Control a variety of daily, monthly, and annual reports Trusts for investments, new trusts, trusts established, maintaining trusts, and outstanding insurance.
- In more complex matters, regularly communicate with walk-in and phone clients about grievances, questions, and legal assistance.
- Keep up with the most recent investing options by understanding the various interest rates, prospective capital growth, and potential risk.
Requirements:
- Prior experience handling trust and estate accounting with estate and trust taxes
- Analytic, organizational, problem-solving, and project management skills that are well-developed
- Relevant training, experience, or understanding in finance, brokerage, or similar
- Ability to develop strong partnerships to sustain constructive working relationships with coworkers, management, and clients
- Commitment to ethical and professional behavior
- Excellent organizational skills
- Significant experience working with their different professional advisers and serving Fiduciary and High Net Worth individual customers as well as their linked corporations, enterprises, and families (attorneys, estate planners, investment advisors, insurance advisors)
技能
Pakson International Plastic Industries
pPAKSON INTERNATIONAL PLASTIC IND. was founded in 1991, and have been working to produce high quality moulded furniture, plastic steel furniture, households & moulded flower pots, etc with the brand name �BOSS� in Pakistan. With these years of experience, BOSS has earned good business reputation. �BOSS� always insists on principles of honesty and clear-cut target as the ultimate goal, �a complete well coordinated moulded furniture, plastic steel furniture & households etc� In order to guarantee the manufacturing of the finest quality products in Pakistan. When Pakson Int'l Plastic Ind., opted to go for �BOSS� as her brand name as well this provide, a really tough but highly beneficial decision for the company and its customers. Pakson Int�l Plastic Ind.�s (BOSS) services, policies of competitive prices, strict quality control and regular delivery is the cause of its success. Pakson Int�l Plastic Ind., (BOSS) did it, thanks to the brand name �BOSS� which consistently kept capturing our nerves for designing and producing only the best. Credit goes to its valued customers who appreciated �BOSS� products and opted to buy value for their money. Dedication to our initial commitment of giving complete moulded furniture, plastic steel furniture, households & moulded flower pots, added which the overwhelming reception of the quality in the market has today brought to the level of presenting a comprehensive range of moulded furniture. While spending our wings the only factor which has been kept a constant concern and consideration is the name BOSS. We had to do every thing living upto the name. The way of attempt and creation with firm and steady management made �BOSS� is famous all over the country as well as other countries of the world. From the choice of raw materials �100% Pure Furniture Grade Resin� production system to a rigorous quality control procedure and in accord to international standard, so that �BOSS� products has achieved the quality that fu
相同职位头衔
Usman Habib
Recruitment & Training Executive
ACS Synergy (Pvt) Ltd.
Sehrish Azhar
Motivational Speaker & Blogger
Living Upbeat
Muzammil Baig
Digital Marketing Manager
IT Services Group
Zubair Anjum
Business Excellence Specialist
Nestle Pakistan
Aqib Irshad
Head of HR, Training & OD
FINCA
Ali Aziz
CEO
Shopistan
Ayesha Shaukat
Social Media Marketing Manager
Ivoke
Mona Sharif
Senior Team Lead
Konext PVT. LTD
Babar Ahmed Khan
Territory Sales Manager
Engro Foods
Zohaib Ali
Marketing Manager
Digital Online Devices
