Trust Officer Assistant

Recruiter:

CA Financial Appointments

Job Ref:

52814

Date posted:

Thursday, January 27, 2022

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
This role is responsible for assisting their Broker Advisors with administrative support.

JOB DESCRIPTION:

Client centric investment management team has 2 x contract opportunities for Trust Officer Assistants. This is a stable and experienced team based in the Southern Suburbs, Cape Town.

This role is responsible for assisting their Broker Advisors with administrative support, such as client liaison, ensuring internal teams are actioning investment payments or investments are managed on time, secretarial support and dealing with investment administration instructions, compliance requirements etc.

Responsibilities

Collation of client documentation as required
General secretarial support and typing of minutes, filing, diary management, event management
Preparation and capturing of client info on system
Eft payments including verifications
Assist Broker Advisors with review of debit balances and take action as needed
Ad hoc fee invoicing
Loading and onboarding new clients & take-on documentation
Ensure hard copy and electronic filing is in order, and investments and payment instructions are compliance

Requirements

Minimum of matric with accounting or additional accounting or bookkeeping diploma would be advantageous
Previous experience in a similar role and ideally experience with local and offshore investments / trust / life insurance type experience would be beneficial
Must be MSOffice literate with MS Excel at an intermediate level
Excellent time management and planning skills
Good typing speed of around 50 wpm
High attention to detail and excellent organisational skills
Good attention to detail, and deadline driven
Ability to show initiative and ensuring the smooth and accurate running of an administrative function

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Trust Officer Assistant
Location: Noordhoek
Salary: Market related
The Role:This position will provide dedicated administrative and client support to a team of trust O
20 days ago

Trust Officer
Location: Cape Town
Salary:
11 days ago

Executive Support and Communication Specialist
Location: Bellville
Salary: R35k - 46.8k per month
Executive Support and Communication Specialist Bellville R35000 - R46800
4 days ago

Medical Officer
Location: Cape Town
Salary:
The Allergy and Immunology Unit (AIU) at the UCT Lung Institute is seeking a Medical officer to lead the SENTINEL-01 study site in Masiphumelele. This is a full-time post with non-standard hours. Some evening and occasional weekend availability is required. SENTINEL-01 is a Wellcome trust-funded observational study examining how environmental exposures affect asthma symptoms, lung function, a...
8 days ago

Executive Support and Communication Specialist
Location: Bellville
Salary: R35k - 46.8k per month
Executive Support and Communication Specialist Bellville R35000 - R46800
12 days ago

Executive Support and Communication Specialist
Location: Bellville
Salary: R35k - 43k per month
Executive Support and Communication Specialist Bellville R35000 - R43000
14 days ago

Senior Investment Monitoring Officer
Location: Somerset West
Salary:
A well established international financial services concern with offices in Somerset West is seeking a Senior Investment Monitoring officer who will be responsible for overseeing the monitoring, governance, and review of investment arrangements across pension and trust structures administered by the business.The role ensures that portfolios, investment managers, and investment structures remain al...
4 days ago

Senior Investment Monitoring Officer
Location: Somerset West, Western Cape
Salary: Basic plus benefits
The Senior Investment Monitoring officer is responsible for overseeing the monitoring, governance, and review of investment arrangements across pension & trust structures administered by the business.
1 day ago

SENIOR ACCOUNTANT
Location: Cape Town
Salary: Market related
SENIOR ACCOUNTANT - Durbanville, Cape Town, Western Cape R50k to R60k Per Month (Negotiable based o
47 days ago

Executive Support and Communication Specialist
Location: Bellville
Salary: R35k - 43k per month
Executive Support and Communication Specialist Bellville R35000 - R43000
54 days ago

Trust Officer Assistant

Similar jobs you might be interested in:

Create a free job alert for Trust Officer Assistant in Cape Town

Jobseekers

Recruiter

General