Trust Officer/Broker's Assistant

2 weeks ago


Cape Town, Western Cape, South Africa Intrinsic Consulting Services Full time

We are looking for a meticulous candidate with at least 3 years of experience in a similar position to join our well-known Investment & Financial Services firm located in the Southern Suburbs.

The ideal candidate should have exceptional client services skills and outstanding communication abilities to meet the job requirements effectively.

Key responsibilities include organizing documentation for investment activities such as redemptions, share dealing, and switches, along with preparing trust administration paperwork.

A typing speed of over 50 words per minute is necessary for taking meeting minutes and creating client proposals efficiently.

Proficiency in financial laws and compliance standards is essential for this role.

In addition to a competitive salary package, the successful candidate will have the chance to become part of a highly regarded company.



  • Cape Town, Western Cape, South Africa RecruitAGraduate Full time

    Job Information:Job Opening IDZR_1228_JOBHours of workFull-timeIndustryFinancial ServicesLocation TypeIn OfficeSalaryR R32 000Remuneration TermPer MonthProvinceWestern CapeCityCape TownCountrySouth Africa A clientfocused trust and investment management company providing financial planning and investment advice and services to clients planning for, or already...


  • Cape Town, Western Cape, South Africa Graduate Placements Full time

    Responsibilities: Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemption's and switches, and share dealing. Ensure necessary authority is obtained, preparation and capturing of same on internal systems (Fundamental, and Climan/ CRM system). Daily/ monthly EFT payments to and on...

  • Trust Officer

    2 weeks ago


    Cape Town, Western Cape, South Africa Absa Bank Limited Full time

    Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo...

  • Trust Officer

    2 weeks ago


    Cape Town, Western Cape, South Africa Absa Bank Limited Full time

    Empowering Africa's tomorrow, together one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryGeneral...

  • Broker Assistant

    2 weeks ago


    Cape Town, Western Cape, South Africa Africa Direct Group Life and Investments Full time

    Job descriptionBroker AssistantWe are looking for a dynamic Broker Assistant with relevant experience to join our Insurance team.Duties Knowledgeable of Short Term and Long-Term products & Cessions processes. Generate Short Term and Long-Term quotes and correspond with Insurers Astute experience Manage complaints or insurance queries Any Adhoc duties as...


  • Cape Town, Western Cape, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo...


  • Cape Town, Western Cape, South Africa Intrinsic Consulting Services Full time

    Due to expansion, another exciting opportunity has arisen for a Bookkeeper or Accountant, with completed SAIPA articles, to fulfill the role of Trust & Tax Compliance Officer at this well established and highly respected Financial Services Company. 810 years relevant experience in similar function in a Trust Taxation environment. Completed SAIPA articles...


  • Cape Town, Western Cape, South Africa Job Tool Kit Full time

    Trust and Tax Compliance Officer Vacancy AvailableKey requirements for applicants: Previous experience in similar function a requirement, with proven trackrecord Experience gained in trust accounting a requirement Experience in income tax for individuals, including for provisional taxpayers Matric a requirement, preferably with accounting a matric level,...


  • Cape Town, Western Cape, South Africa Job Tool Kit Full time

    About the job:This new vacancy has been created within our clients tax service team. This role is responsible for individual income tax, trust and related tax compliance support for the Wealth Managers (Financial / Investment Advisors) within the broader business, and includes computation and preparation of annual financial statements for trusts, as well as...


  • Cape Town, Western Cape, South Africa Tracking Talent: a WilsonHCG Company Full time

    A Multinational Fund Services Provider is seeking a Settlement Officer in the Operational team. This job's main focus is to assist clients with the trade matching and settlement process.DUTIES AND RESPONSIBILITIES Ensure all capturing / processing, matching and settlement of all trades to the accounting system timeously which include: Equities, Fixed Income,...


  • Cape Town, Western Cape, South Africa Quay 1 International Realty Full time

    s part of expansion efforts, we are looking for a Commercial Real Estate BrokerWe are an innovative, contemporary, dynamic, internationally affiliated leading Real Estate Brokerage.With over R600 Million in sales turnover a year, our vision is to be the leading professional, forward thinking and results driven brokerage brand, globally.Key Traits:We are...


  • Cape Town, Western Cape, South Africa PSG Insure Full time

    Job description:The purpose of this position is to provide full support to the broker consultantsResponsibilities: Application of underwriting policy Compiling quotations with suggested rate or pricing on behalf of broker consultant Manage administrative documentation (detailed records) Build and maintain good working relationships internal and external...


  • Cape Town, Western Cape, South Africa Leap Recruitment Full time

    My client a well established law firm is seeking a competent Estates and Trusts secretary/paralegal to join their team.Duties and responsibilities of the position include but are not limited to:Estates Compiling and completing documents to report a testate and intestate estate Opening and managing estate bank account(s) including, loading payments, paying...


  • Cape Town, Western Cape, South Africa Sydsen Group (Pty) Ltd Full time

    Trust Account Support Professional - Northern Suburbs, Cape TownWe're seeking a dedicated individual to join our clients team as a Trust Account Support Professional.Main Responsibilities:Conduct daily and monthly reconciliations, ensuring accuracy and completeness across various accounts and transactions.Handle reconciliations for trust summaries, bank...

  • Trust Bookkeeper

    2 weeks ago


    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Trust Bookkeeper for a well known legal firm based in CBD, Cape TownResponsibilities:***Bookkeeping of all Trust and Business accounts Processing all financial and monthend accounts Compile monthly management reports Action trust and business transfers Reconciling of all accounts Calculating VAT Processing salaries Reconcile debtors and creditors Manage...

  • Trust Administrator

    2 weeks ago


    Cape Town, Western Cape, South Africa EarthStream Full time

    Job Details:Sector: Renewable EnergyLocation: Cape TownJob Ref: PR/117722_ Job Type: ContractSalary: Negotiable per yearExpiry Date: 11 May 2023Contact: Lee Bishop-Duration: 3 YearsStart Date: ASAPWe are seeking a Trust Administrator, based in Cape Town or remote with travel, working for a leading Renewable Energy Company.This role will be a 3 year Fixed...


  • Cape Town, Western Cape, South Africa iProtect Trust Accounting Full time

    We are an accounting firm in search of a Junior Administrative assistant.Required to assist with basic office admin, invoicing, liaising with clients, timeously resolving customer queries, record keeping, setting up appointments for the director and updating of company and trust profiles on the SARS portal.Position is based in Century City, Cape Town.Minimum...

  • Broker Consultant

    2 weeks ago


    Cape Town, Western Cape, South Africa Sanlam Full time

    Who we areSafrican is a respected life insurer with a footprint in South Africa and a subsidiary in Eswatini. Safrican has over 2 million principle lives covered and more than 7 million lives assured, The Company has grown from strength to strength since 2004. Purpose The main purpose of this position is to support the group sales strategy and business plan...


  • Cape Town, Western Cape, South Africa Quay 1 International Realty Full time

    s part of expansion efforts, we are looking for a Commercial Real Estate BrokerWe are an innovative, contemporary, dynamic, internationally affiliated leading Real Estate Brokerage.With over R600 Million in sales turnover a year, our vision is to be the leading professional, forward thinking and results driven brokerage brand, globally.Key Traits:We are...

  • Private Broker

    2 weeks ago


    Cape Town, Western Cape, South Africa Aon Corporation Full time

    Posting Description:Private Broker - Cape TownReady for the next step in your career in Personal Lines Short Term Insurance? Based in Cape Town? This role could be for youAon South Africa is recruiting a Private Broker in our Personal Lines division, based in Cape Town. This is a hybrid role with the flexibility to work both virtually and from that...