Key Responsibilities
- Preparing and submission of correspondence with the Master’s office
- Following up on outstanding matters until resolved
- Processing of original documents and placing them within, and removing them from the PCT safes ensuring all systems and lists are updated
- Assist in writing cover letters
- Attending to the Trust inbox
- Capturing data as required within the CRM system and CDD process
- Scanning all documents received by PCT and filing them within the sharepoint
- Filing all original documents within necessary hard file
Requirements- Matric
- 1-3 years working experience in a Fiduciary environment
- Microsoft Suite, Xplan
- Accuracy
- Detail and quality oriented
- Dutifulness
- Cooperation and ability to provide feedback
- Integrity and empathy
Thank you for your interest. If you do apply for this opportunity, but do not hear from us within two weeks, please assume that your application has not been successful on this occasion.
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