Financial Clerk
Dante Personnel Cape Town
Minimum requirements:
- Assist with administration of client investments (Opening; closing; withdrawals; statement requests; Guarantee requests; IT3b requests)
- Assist with processing of Trust journals
- Assist with processing of receipts
- Taking calls to confirm banking details / accounts
- Knowledge of Trust Audits
- Month end procedure
- Assist with monthly recons and interest reports on Client Investments
- Assist with LPFF Spreadsheets on Client Investments - S86(4)
- Assist with LPC Section 86(2) & (3) Interest schedules.
- Proficient on all the Trust Investments Banking platforms
- Proficient in Microsoft Word and Outlook
- Intermediate to Advanced Excel
- Good Communication skills Verbal and Written
- Able to work in team and individually
- Legal accounting systems used: Legal Suite, AJS or similar
- Prior experience in a law firm is required.
Consultant: Roelien le Roux - Dante Personnel Midrand
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