Trust Officer Assistant

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT002229/CW

Date posted:

Wednesday, May 13, 2026

Location:

Cape Town, South Africa

SUMMARY:

Our client is looking for a Trust Officer Assistant to join their Financial Planning team based in Noordhoek. This role involves providing frontline administrative support, including preparing and processing investment instructions, assisting with client onboarding, handling payments, and maintaining accurate records. The ideal candidate will have at least 2 years’ experience in a similar role, such as a broker’s assistant, with exposure to investment administration. Strong attention to detail, good organisational skills, and the ability to work independently in a client-focused financial services environment are essential.

POSITION INFO:

Key Responsibilities

Prepare and process investment instructions, including submission via internal systems and follow-up to completion
Handle daily and monthly EFT payments on behalf of clients, including verification and system capturing
Monitor debit balances and assist team members with corrective actions
Facilitate onboarding of new clients, including completion and capturing of all required documentation
Prepare and file meeting notes promptly and accurately
Maintain electronic and physical filing systems in compliance with financial services legislation
Liaise with internal investment administration and support departments
Manage office stock and consumables to ensure smooth operations
Provide general administrative and secretarial support, including:

Typing and filing client correspondence
Diary management and event bookings
Reception duties when required

Minimum Requirements

Matric (preferably with Accounting)
A bookkeeping or accounting diploma is advantageous
Minimum of 2 years’ experience in a similar role, specifically within investment administration or broker support
Exposure to unit trusts, local and offshore investments, life assurance, or wills is advantageous
Intermediate computer literacy, particularly in MS Office and Excel

Key Competencies

Strong attention to detail
Excellent organisational and time management skills
Ability to work independently
Problem-solving ability and initiative
Strong administrative and communication skills

*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*

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