Fiduciary Specialist Assistant

About the role

The Fiduciary Specialist Assistant provides 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, enabling specialists to focus on advisory delivery.

Key responsibilities

• Deliver exceptional client service, maintain strong relationships with internal stakeholders and external clients, and communicate updates professionally.
• Provide end‑to‑end administrative support including document preparation, data capture, case tracking and diary management.
• Proactively follow up on outstanding client documentation and support onboarding and maintenance of fiduciary services.
• Assist sales activities by preparing client proposals, reports and ensuring seamless client journeys.
• Support financial monitoring of revenue and costs, helping achieve targeted cost‑to‑income ratios.
• Ensure compliance with SARS tax requirements, trust documentation standards and relevant legislation such as FAIS, FICA and the Trust Property Control Act.
• Contribute to a high‑performance team culture, participate in learning initiatives and support 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 investments, or a financial services administrative role.
• Exposure to client servicing and ability to manage stakeholder relationships.

Required skills

• Working knowledge of FAIS.
• Working knowledge of FICA.
• Understanding of the Trust Property Control Act.
• Experience with SARS tax documentation and compliance.