Senior Tax Specialist

SUMMARY:
Brief Description:
We are seeking an experienced and detail-oriented Unit Trust Administrator to join our team at PSG Asset Management. The successful candidate will be responsible for the accurate processing of client transactions, maintaining professional client relationships, and ensuring compliance with regulatory requirements. The role demands strong attention to detail, solid time management, and excellent communication skills. A minimum of 3–5 years’ experience in the financial services industry, particularly in Collective Investment Schemes, is required. Proficiency in Silica systems and bilingual communication in English and Afrikaans are advantageous.

POSITION INFO:
Job Description:
Capturing / Approving instructions into the internal system
Ensuring that all FICA requirements are complied with
Accurate processing of client and transaction data
Managing professional client relationships via telecommunications
Attending to internal and external queries
Maintaining good internal relationships with various departments
In Time Quality feedback to all stakeholders
Promote positive team dynamic
Client processing
FICA
Experience with unit trusts

Skills & Experience:
Must have demonstrable experience of working in support of a senior individual and understand the need for confidentiality
Sound administration experience
Must have computer skills (Windows, Word, Power point, Excel, Internet)

Qualification and Requirements:
Minimum Matric
Degree: Business Related
Minimum of three (3) to five (5) years’ working experience within the financial services industry

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