Job Description
About the Role
Our client is a well-established and reputable financial services business specialising in wealth management, fiduciary services and investment administration. They are looking to appoint a Trust Officer Assistant to join one of their Financial Planning teams due to growth within the business.
Key Responsibilities
- Administration of local and offshore investment instructions, including switches, redemptions and share transactions
- Preparation, verification and processing of client payment instructions and EFTs
- Client onboarding and completion of all related FICA and account-opening documentation
- Maintaining accurate client records and ensuring compliance with applicable financial services legislation
- Liaising with clients, beneficiaries, product providers and internal departments
- Assisting with trust administration requirements and related payments
- Monitoring and assisting with outstanding debit balances
- Preparation and collation of client reporting and tax documentation
- Processing and administration of ad hoc fee invoices
- General administrative and secretarial support to the advisory team
- Providing backup support to colleagues where required
Requirements
3-5 years’ experience in a similar Broker Assistant / Wealth Administration / Investment Administration role
Previous exposure to investment administration and client servicing within financial services is essential
Experience dealing with local and offshore investment instructions highly advantageous
Financial Planning / FAIS-related qualifications preferred
Strong administrative accuracy and attention to detail
Ability to manage deadlines and work in a fast-paced environment
Strong communication and client liaison skills
Proficient on MS Office and CRM/investment administration systems
Qualifications
No specific qualifications mentioned.
Salary & Benefits
Salary information not specified.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in ZA
In the South African job market, Accounting and Finance positions are in high demand across various industries. Typically, these roles require a strong foundation in financial management, planning, and analysis. Generally, professionals with expertise in accounting and finance are sought after to support businesses in making informed decisions.
When it comes to salary expectations for Accounting and Finance roles in South Africa, it’s common for entry-level positions to start within the R300 000 – R500 000 per annum bracket. As one gains experience, salaries can increase to R800 000 – R1 200 000 or more, depending on factors such as company size, industry sector, and individual performance. However, it’s essential to note that these are broad ranges and actual salaries may vary significantly.
Common skills required for Accounting and Finance roles in South Africa include proficiency in financial software (e.g., Xero, Sage), strong analytical and problem-solving skills, attention to detail, excellent communication and interpersonal skills, and the ability to interpret financial data. Typically, candidates with a degree in Accounting or a related field are preferred, although experience and certifications can also be valuable.
The accounting and finance industry is diverse and can be found across various sectors, including financial services, technology, manufacturing, and more. In general, companies in these industries require professionals who can provide expertise on financial planning, budgeting, and forecasting. Often, these roles involve working closely with management to develop and implement financial strategies.
For those interested in pursuing a career in Accounting or Finance, there are several career progression paths available. Typically, entry-level positions lead to senior finance or accounting roles, such as financial controller or accountant manager. With experience and further education, professionals can move into leadership positions, including chief financial officer (CFO) or equivalent.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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