Our client is a well-established and reputable financial services business specialising in wealth management, fiduciary services and investment administration. Due to growth within the business, they are looking to appoint a Trust Officer Assistant to join one of their Financial Planning teams.
The Role
This position will provide dedicated administrative and client support to a team of Trust Officers / Financial Advisors. The successful candidate will play a key role in ensuring all investment administration, client servicing and payment instructions are processed accurately, compliantly and within required deadlines.This opportunity is ideally suited to an experienced Broker Assistant / Wealth Administration professional who has worked within an investment, wealth management or fiduciary environment.
Key Responsibilities
- Administration of local and offshore investment instructions, including switches, redemptions and share transactions
- Preparation, verification and processing of client payment instructions and EFTs
- Client onboarding and completion of all related FICA and account-opening documentation
- Maintaining accurate client records and ensuring compliance with applicable financial services legislation
- Liaising with clients, beneficiaries, product providers and internal departments
- Assisting with trust administration requirements and related payments
- Monitoring and assisting with outstanding debit balances
- Preparation and collation of client reporting and tax documentation
- Processing and administration of ad hoc fee invoices
- General administrative and secretarial support to the advisory team
- Providing backup support to colleagues where required
| Location: | Cape Town, Southern Suburbs |
|---|---|
| Job type: | Permanent |
| Emp type: | Full-time |
| Salary type: | Annual |
| Salary: | Negotiable |
| Job published: | 27/05/2026 |
| Job ID: | 75899 |