Fiduciary Specialist Assistant

• Deliver exceptional client service by providing proactive, innovative, and appropriate solutions that exceed expectations.
• Build and maintain strong working relationships with internal stakeholders (SMEs, Advisors, Managers) and external clients.
• Ensure professional and timely communication with clients regarding outstanding information and process updates.

• Provide end-to-end administrative support to the fiduciary team, including document preparation, data capturing, and case tracking.
• Maintain an efficient diary management system and ensure all follow-ups are actioned timeously.
• Proactively follow up on outstanding client documentation and ensure completeness of records.
• Assist with the onboarding and maintenance of client fiduciary services.

• Provide sales support to the Fiduciary Specialists to improve efficiencies and drive client retention.
• Support the preparation of client proposals, reports, and relevant documentation.
• Facilitate seamless client journeys by ensuring operational excellence across all touchpoints.

• Support the monitoring and control of revenue and costs within the function.
• Assist in achieving the targeted cost-to-income ratio as per product line budgets.
• Ensure adherence to company financial and operational standards.

• Support compliance with SARS requirements, including:
  • Tax-related documentation and submissions
  • Liaison on outstanding tax matters where required
• Assist with processes involving the Master of the High Court, including:
  • Lodgement and tracking of trust documentation
  • Ensuring required documentation meets statutory standards
• Apply working knowledge of:
  • FAIS
  • FICA
  • Trust Property Control Act
• Ensure adherence to internal governance, audit, and risk frameworks

• Contribute to a high-performance culture by supporting team objectives and collaboration.
• Participate in learning and development initiatives to enhance skills and competencies.
• Support employment equity and transformation objectives within the team environment.

Relevant qualification in:

• Finance / Investment Management / Law / Commerce
• (Minimum: Diploma or Degree preferred)

• Exposure to Trust processes
• Experience supporting high-net-worth or private clients
• Advanced knowledge of regulatory frameworks (FAIS, Trust Property Control Act)
• Proficiency in financial systems and reporting tools

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We look forward to engaging with you further. Apply now!

3+ years’ experience in:

• Fiduciary services / Trust administration / Wealth / Investments
• OR financial services administrative support role
• Exposure to client servicing in a regulated environment

• Trust structures and fiduciary services
• Financial and investment products
• Regulatory environment (FAIS, FICA)
• Strong administrative and process management capability

• Administratively strong, detail-oriented individual with exposure to financial services
• Strong attention to detail and accuracy
• Excellent organisational and diary management skills
• Stakeholder engagement and communication
• Problem-solving and proactive thinking
• Ability to work under pressure and meet deadlines