Experience

Sentinel International Group
• Software Development
• Trust Administrator

  • Feb 2021 - Present


Standard Bank Group

• South Africa
• Financial Services
• 700 & Above Employee

• Relationship Officer

  • Jun 2015 - Nov 2020

  To effectively manage daily workload which includes managing client relationships and technical administration of a full section of Trusts and Agencies, with very minimum management intervention. This includes working closely with the Trust Clerks and Trust Processing Departments to ensure that all aspects of the entire administration process run smoothly and within the laid down procedures. Assist with the on-the-job training of more junior relationship officers. I have first-hand experience in the administration of Inter Vivo’s Trust, Testamentary Trusts, Foundations, Beneficiary Care Trusts and Bewind Trusts. * Trustees Meetings * Preparation of Admin Statements * Preparation of resolutions, loan agreements and lease agreements * Preparation and rendering of tax returns and VAT returns * Section 7 C deemed interest calculations * Risk reviews and reclassification * Ensuring FICA compliance Show less