Trust Officers Assistant

Recruiter:

CA Financial Appointments

Job Ref:

53350

Date posted:

Monday, September 12, 2022

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
I am currently recruiting for a Trust Officers Assistant for an Investment Management company, based

JOB DESCRIPTION:

I am currently recruiting for a Trust Officers Assistant for an Investment Management company, based in Cape Town. To succeed in this role they are looking for someone who is self-driven, with high attention to detail.

Responsibilities:

Portfolio payments / Client and 3rd party payments

Money Market deposits and withdrawals

Investment Repurchases

Retirement Annuity and TFSA Additions

Preparing files for meetings, and Client appointments confirmations

Draw Portfolio Valuations every morning

Compliance (FAIS & FICA)

General updating of all systems with client information

Requirements:

Relevant tertiary qualification
Minimum 3 years previous experience in investment administration

Please note that if you have not heard from us 2 weeks from application, please consider yourself unsuccessful - please do continue to

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