Fiduciary Specialist Assistant – Administrative & Client Support

About the role

We are looking for a Fiduciary Specialist Assistant to provide high‑quality administrative, operational and sales support to the Fiduciary Specialist team. The role ensures efficient client process management, accurate data handling and timely follow‑ups, enhancing client experience and supporting revenue retention.

Key responsibilities

• Deliver proactive client service, maintain strong relationships with internal stakeholders and keep clients informed of process updates.
• Provide end‑to‑end administrative support including document preparation, data capture, case tracking and diary management.
• Support sales activities by preparing proposals, reports and facilitating seamless client journeys.
• Assist in monitoring revenue, controlling costs and ensuring adherence to financial and operational standards.
• Support compliance with SARS, FAIS, FICA and the Trust Property Control Act, including tax documentation and trust filings.
• Contribute to a high‑performance team culture through collaboration, learning initiatives and transformation objectives.

Required profile

• Relevant qualification in Finance, Investment Management, Law or Commerce (Diploma or Degree preferred).
• Minimum 3 years experience in fiduciary services, trust administration, wealth or financial services administrative support.
• Experience in a regulated client‑servicing environment.
• Basic understanding of trust structures and related legislation.

Required skills

• FAIS compliance knowledge.
• FICA compliance knowledge.
• Trust Property Control Act knowledge.
• Tax documentation handling.