Financial Advisor Assistant (Trust Officer Assistant)

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT002292/CW

Date posted:

Wednesday, July 1, 2026

Location:

Rondebosch, South Africa

SUMMARY:

Our client, based in Rondebosch, is seeking a Financial Advisor Assistant (Trust Officer Assistant) to provide administrative support to a team of Trust Officers/Financial Advisors. The successful candidate will be responsible for handling client, beneficiary, and third-party correspondence, coordinating investment administration and payment instructions, and ensuring all transactions are processed accurately and timeously. This opportunity is ideally suited to candidates with 3–5 years' experience as a Broker's Assistant or in a similar investment administration or broker support role within the financial services industry.

POSITION INFO:
Key responsibilities include:

Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemptions and switches, and share dealing. Ensure necessary authority obtained, preparation and capturing of same on internal systems (Fundamental, and PTC/ CRM system)
Daily/ monthly EFT payments to and on behalf of clients, including all verifications preparation and capturing of same on internal systems (Cashman/ CRM system)
Review debit balances and assist Trust Officer to take corrective action
Onboarding of new clients, and responsible for all clients take on documentation, and loading on internal systems
Quarterly invoices for adhoc fees
Preparation of trust administration requirements, and all payments relating thereto.
Client liaison: timeous response to, and resolution of all queries.
Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as per applicable financial services legislation, ensuring that all investment and payment instructions are compliant.
Liaison with internal investment administration and support departments.
Collation of all clients monthly and quarterly reporting.
Collation of tax documentation per client.
General secretarial support: typing, filing, faxing etc of client correspondence, diary and event management.
Back up support for colleagues, as required.

Key requirements for applicants:

Previous experience in similar function preferred, with proven track recordof 3-5 years+
Financial planning/ FAIS qualifications preferred
Accurate and deadline oriented

*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*

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