Fiduciary Assistant – Office-based in Cape Town

About the role

This three‑year development programme offers a detail‑oriented individual the chance to join a professional fiduciary team in Cape Town. The Fiduciary Assistant will provide essential administrative and operational support across safe custody, correspondence, data capture, scanning and filing processes.

Key responsibilities

• Prepare and submit correspondence to the Master’s Office and follow up on outstanding matters.
• Process original documents for safekeeping, place and retrieve items from safe‑custody systems, and keep internal tracking records up to date.
• Draft cover letters using approved templates, manage the Trust inbox, route communications and ensure timely follow‑up.
• Accurately capture data into CRM systems and support client due‑diligence documentation.
• Scan incoming documents, upload them to SharePoint, maintain electronic filing, and file original hard‑copies.

Required profile

• Matric (Senior Certificate) qualification.
• 1–3 years of experience in a fiduciary environment.
• Strong proficiency in the Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Experience with Xplan is advantageous.

Required skills

• Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Xplan (advantageous)