I’m responsible for preparing investment analysis and client proposal, this also includepreparing annual budgets for clients, preparing documentation for the registration of Trusts,servicing clients, complying with legislation and assisting with administration relating toclients and client’s data.I’m also responsible for RAF related queries and submitting claims to RAF on behalf ofclients.I organize meetings, prepare client meeting documentation, attend client meetings withtrustees and management , responding to clients day to day queries.I keep spreadsheets and update the records to control the status of the trust registration. Iensure action points relation to clients are documented per Custodian Fiduciary system andfollowing up timeously, fill out and submit forms required by product providers for addition orredemption to or from the investment.I assist with client queries and preparing responses to be approved by trustees, thisinclude taking messages. I deal with clients based in our offices. I attend to general office filing, printing copying, scanning andkeeping files and records to FAIS compliance standard. i assist with drafting of wills. I register caregivers for UIF and send update on caregiver payroll. I draft resolutions make sure that trust assets are insured and up to date. I make sure the process of finalising an estate to wrap-up a person's financial affairs after they pass away is done and complete trust deregistration and submit document s to the master.

Engaging/ Discharging Employees.Adding Job title,Job Grade, Department, Cost centre and reporting managers for new and Existing employees.Banking details amendments.Payroll and leave Queries.Martenity Calculation.Leave Calculation/ Setup.Weekly/ Monthly Payroll Reports.Updating Spreadsheets.Tax Calculation/ Queries.General Ledger Setup.Psiber Systems.Processing the following through payroll:- Medical Aid- Provident Fund- Home Loans- Disabilities- Dread Disease- Funeral Benefits- Death Benefits- Long Service Awards- Bursaries- Study Assistance- Overtime