Financial Advisor Assistant

About the role

A trust and investment management firm in Cape Town is looking for a Financial Advisor Assistant to provide administrative support to its team of senior Trust Officers. The role covers investment administration, follow-up client correspondence and accurate handling of transactional instructions, in a wealth preservation environment. It is a permanent, full-time, in-office position paid R30 000 to R35 000 per month.

Key responsibilities

• Investment and share administration: collate documentation for local and offshore investment instructions, including redemptions, asset switches and share dealing.
• Capturing and verifying transactions: obtain authorities and enter data accurately into Fundamental and the PTC/CRM system.
• Process daily and monthly EFT payments for clients, verify them and record entries in Cashman/CRM.
• Monitor debit balances and help Trust Officers take corrective action.
• Coordinate client onboarding, manage client documentation and index client data internally.
• Prepare quarterly invoices for ad hoc fees and handle trust administration payments.
• Act as a contact point for clients, beneficiaries and third parties, resolve queries quickly, and compile tax records and monthly and quarterly reports.
• Keep electronic and physical files in line with financial services legislation and compliance rules.
• Provide secretarial support: typing, filing, faxing, correspondence, diary tracking and event management, plus backup to colleagues.

Required profile

• 3 to 5+ years of experience as a brokers' assistant or brokers' secretary.
• Proven experience with investment administration instructions, data capturing and transaction follow-ups.
• Precision, accuracy and a strong sense of deadlines.
• Preferred: financial planning or FAIS-aligned formal qualification.

Required skills

• Internal investment and client systems such as Fundamental or equivalent portfolio software
• CRM infrastructure such as PTC/CRM systems
• Payment processing software such as Cashman or electronic fund transfer systems
• Digital filing, typing and scheduling applications