Trust and Client Services Officer

Based in Somerset West, Helderberg Personnel was established in 1998. The company initially started doing placements in the Helderberg Basin and over the years expanded nationally. Our background has proved to be invaluable in providing a high standard of recruitment, screening, evaluation and placement of candidates. Our Value proposition: The true value proposition of the Helderberg Personnel brand is our commitment to attending to our clients' needs, culture and values and to ensure that, through comprehensive interviews with candidates, the overall match is determined to ensure a long term relationship. The identity of the client remains confidential at all times. We understand that our function is to ensure that the candidate must become a strategic partner to a business instead of a mere employee. Helderberg Personnel has achieved a steady growth over the last years and we have evolved into one of the leading agencies in the region. We have made placements cross functional, cross industry and up to senior management level.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