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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