Job Description

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

Requirements

• 3–5+ years’ experience in a similar Broker Assistant / Wealth Administration / Investment Administration role
• Previous exposure to investment administration and client servicing within financial services is essential
• Experience dealing with local and offshore investment instructions highly advantageous
• Financial Planning / FAIS-related qualifications preferred
• Strong administrative accuracy and attention to detail
• Ability to manage deadlines and work in a fast-paced environment
• Strong communication and client liaison skills
• Proficient on MS Office and CRM/investment administration systems

Why Apply?

• Join a respected and established financial services business
• Exposure to a broad range of wealth management and fiduciary services
• Collaborative and professional team environment
• Opportunity to work closely with experienced Trust Officers and Financial Advisors

If you haven’t heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We’d, however, like to keep your details on file for future opportunities.