Job Description
Our client, based in Rondebosch, is seeking a Financial Advisor Assistant (Trust Officer Assistant) to provide administrative support to a team of Trust Officers/Financial Advisors. The successful candidate will be responsible for handling client, beneficiary, and third-party correspondence, coordinating investment administration and payment instructions, and ensuring all transactions are processed accurately and timeously. This opportunity is ideally suited to candidates with 3–5 years' experience as a Broker's Assistant or in a similar investment administration or broker support role within the financial services industry.
Key responsibilities include:
Ready to Apply?
Take the next step in your AI career. Submit your application to Merand Recruitment today.
Submit Application