Trust Officer Assistant

Recruiter:

CA Financial Appointments

Job Ref:

52814

Date posted:

Thursday, January 27, 2022

Location:

Cape Town, South Africa

Salary:

Market related

JOB 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.

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