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

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Job title : Trust and Client Services Officer (Financial Services)

Job Location : Western Cape,

Deadline : July 13, 2024

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Key Duties and Responsibilities:

  • Manage client 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


  • Relevant post matric qualification (degree or diploma)
  • 3-5 years relevant experience is desired
  • Relevant professional qualification – STEP is preferable

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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