Forte Resource Management

We are assisting a leading Law Firm in recruiting a CONVEYANCING SECRETARY with experience in Mortgage Bonds Conveyancing experience. The person will need to assist the Conveyancing Director of the firm. The person will be responsible for communicating with the banks, register and drafts documents and can function on her own, someone that knows how to do mortgage registrations. Someone that can work independently and fully functional on her own, that can do drafting and handling of deeds office. The role is rather urgent. This role is to be based at their Goodwood Office.
Please urgently advise if you would be interested to apply or would like to recommend someone that suits the role very well?
If you would like to apply please urgently send a copy of your cv to [email protected] with Conveyancing Secretary CT Goodwood in the subject line and in the email kindly include the following, Your Current salary before any deductions? Your notice period? and Your reasons for leaving? and I will send you any questions I have right away, Regards, Irene [email protected]

Trust Relationship Specialist - JHB

We are assisting a well-known, long established international client of ours with the search and selection recruitment process for a qualified and experienced Trust Relationship Specialist with minimum 5 years’ experience.

The person must have a relevant professional qualification; postgraduate studies in Tax will be an advantage

At least 5 years' experience within the trust or fiduciary services sector.
Experience in the consulting arena (tax/commercial) would be advantageous.

Some of your varied duties will be:

Give professional fiduciary trustee and administration services to allocated fiduciary clients, whist working in a team.

You will maintain and build the Trust clients and giving guidance to Trustees and Beneficiaries ensuring that compliance is met.

Handle enquiries in a timely, professional way which will go beyond the client’s expectations and service relationships to improve, retain and grow the business

On board new clients, obtain required documentation and signatures from all involved ensuring full compliance

Draft the Deed of New Trusts and do necessary changes to existing Trusts

On taking over an existing Trust do a legal audit and report on existing Trust deeds and supporting documents

Complete the paperwork for lodgement with the Master, Fulfill and comply with Fiduciary duty

Please mail your updated CV in word format to [email protected] Contact number 021 553 5000

EB SALES CONSULTANT - Johannesburg

The Employee Benefits Sales Consultant is responsible for maintaining the company’s current client base, while assessing potential client needs and obtain new business leads.

The Employee Benefits Sales Consultant will be responsible to consult with and service the needs of the company’s clients, engage and service our client staff base regarding their medical aid queries and ensure full compliance with relevant legislation.

Client Portfolio Analyst JHB

We are assisting a large well-established enterprise find a qualified and experienced person who will be reporting to the Director of Investments and work with relationship managers and asset managing team.Will be reporting to the Director of Investments and work with relationship managers and asset managing team. Preference given to people with relevant degree/studying towards a relevant degree. The person must have a broad knowledge on investments, economy, financial markets, assets, and portfolio management and be able to keep up to date with the latest changes. Minimum of 3 years working in the investment industry.

Some of the duties the person will perform are:

Assess suitability of the client and analyse the clients’ portfolio
Load the client onto the system
Propose suitable options of investments and re-balance portfolio
Ensure compliance is met
Keep a record of changes the client has made
Assist with trade ex*****on
Preparation of meeting packs, attend client meetings, including portfolio performance reports.
Provide feedback on client queries

Please mail updated detailed CV to [email protected] contact number (021) 553 5000

In-House Tax Consultant and Accountant : CT Waterfront

We assisting one of SA’s very Top Wealth Management companies in searching for a in-house tax consultant and accountant to be based at their Waterfront Office.
The right person will have Tax knowledge and if you have immigration tax experience even better as they deal with a lot of clients that are immigrating.
The role will also include current accounting, data, costs, books, bookkeeping and can do e-filing for clients, and tax immigration.

To apply: Send you CV to [email protected] with In-house Tax Consultant and Accountant CT in the subject line.
Kindly include in the email, your current salary (aprox) before deductions and notice period.