Trust Officer Assistant

Operating within an established and client -focused trust and investment management firm, this role delivers critical administrative support to a dedicated team of Trust Officers. The position focuses on executing investment administration, managing follow -up client correspondence, and ensuring all transactional instructions are actioned accurately and timeously. It is well -suited for a structured administrative professional aiming to maintain high compliance and operational excellence within a wealth preservation environment. Permanent, full -time in office - R25 000 - R30 000 per month. 

Key Responsibilities:

Requirements

• A minimum of 3 to 5+ years of dedicated experience as a brokers' assistant or brokers' secretary.
  
• Proven experience specifically dealing with investment administration instructions, data capturing, and transaction follow -ups.
  
• Exceptional precision with a proven track record of being highly accurate and deadline -oriented.
  
  

• Financial planning or FAIS -aligned formal qualifications are preferred.
  
  

Required Software Skills

• Internal Investment & Client Systems (e.g., Fundamental or equivalent portfolio software)
  

• CRM Infrastructure (e.g., PTC/CRM systems or comparable databases)
  

• Payment Processing Software (e.g., Cashman or standard electronic fund transfer systems)
  

• Core Office Utilities (Applications for digital filing, professional typing, and scheduling)