RecruitMyMom

Trust Officer Assistant

RecruitMyMom  •  Cape Town, ZA / Rondebosch, ZA (Onsite)  •  9 days ago
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Job Description


Operating within an established and client-focused trust and investment management firm, this role delivers critical administrative support to a dedicated team of Trust Officers
.
The position focuses on executing investment administration, managing follow-up client correspondence, and ensuring all transactional instructions are actioned accurately and timeously
.
It is well-suited for a structured administrative professional aiming to maintain high compliance and operational excellence within a wealth preservation environment
. Permanent, full-time in office - R25 000 - R30 000 per month.


Key Responsibilities:


Investment & Share Administration: Collate all required documentation relating to the administration of local and offshore investment instructions, encompassing redemptions, asset switches, and share dealing workflows.
System Capturing & Verification: Secure necessary authorities, and prepare and capture transaction data accurately within internal platforms, specifically Fundamental and the PTC/CRM system.
Financial Transaction Processing: Manage daily and monthly EFT payments to and on behalf of clients, executing all mandatory verifications and capturing entries within the Cashman/CRM infrastructure.
Account Balance Monitoring: Review debit balances systematically and actively assist Trust Officers to implement corrective actions.
Client Onboarding & Data Management: Coordinate the onboarding lifecycle for new clients, taking ownership of all client take-on documentation and internal system indexing.
Invoicing & Trust Payments: Prepare quarterly invoices for ad hoc fee structures and administer trust administration requirements along with their related payment components.
Client Liaison & Reporting: Act as a reliable point of contact for clients, beneficiaries, and third-party providers, ensuring prompt and accurate query resolution. Collate client tax records alongside monthly and quarterly reporting packages.
Compliance & Record Keeping: Retain ownership of electronic and physical filing structures for investment administration, ensuring advisory records fully adhere to applicable financial services legislation and compliance rules.
Secretarial & Collaborative Support: Deliver comprehensive secretarial assistance, including document typing, filing, faxing, client correspondence management, diary tracking, and event management while offering back-up support to team colleagues.


Requirements


  • A minimum of 3 to 5+ years of dedicated experience as a brokers' assistant or brokers' secretary.

  • Proven experience specifically dealing with investment administration instructions, data capturing, and transaction follow-ups.

  • Exceptional precision with a proven track record of being highly accurate and deadline-oriented.

Preferred Qualifications


  • Financial planning or FAIS-aligned formal qualifications are preferred
    .


Required Software Skills


  • Internal Investment & Client Systems (e.g., Fundamental or equivalent portfolio software)


  • CRM Infrastructure (e.g., PTC/CRM systems or comparable databases)


  • Payment Processing Software (e.g., Cashman or standard electronic fund transfer systems)


  • Core Office Utilities (Applications for digital filing, professional typing, and scheduling)

RecruitMyMom

About RecruitMyMom

RecruitMyMom is a leading South African recruitment agency, connecting local and global businesses with top-tier talent—ranging from skilled professionals to C-Suite executives. We recruit for permanent, contract, freelance and fractional roles, including maternity cover, virtual assistants, and executive-level hires.

We specialise in placing highly skilled professionals, with a strong track record in helping experienced mothers grow their career, return to the workforce, transition careers, and secure flexible opportunities. Our tailored approach ensures the perfect match between employer needs and candidate aspirations, making hiring efficient, seamless, and impactful.

For international companies hiring in South Africa, we also provide Employer of Record (EOR) Professional Services, ensuring compliant and hassle-free workforce management.

Whether you need in-office professionals, remote specialists, or fractional C-Suite leaders, RecruitMyMom is your trusted recruitment partner—helping you build a high-performing, flexible, and future-ready workforce.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
Cape Town, ZA
Year Founded
2012
Website
recruitmymom.co.za
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