Assistant Manager, Fiduciary

6 months ago

Johannesburg, South Africa LRI Invest Full time

Description

Fiduciary - Assistant Vice President

Role Location: Johannesburg, South Africa

Department: Fiduciary/Private Wealth

Employment Type: Permanent, Full Time

The Role & Key Responsibilities:
As an Assistant Manager in the Fiduciary Team, you will be responsible for ensuring the efficiency of the section is maintained and is in line with the Company’s policies and procedures as well as considering, and if approved, facilitating client requests.

Operations
- Ensure that new clients and prospects are brought on efficiently and with a good first impression of Apex.
- Guide junior members of staff accordingly.
- Ensure all work undertaken complies with the Fiduciary businesses documentation and relevant regulatory requirements and anti-money laundering regulations.
- Assist your Line Manager in supervision, monitoring and appraisal of the team.
- Promote excellent relationships with clients of the Company.
- Build effective relationships between individual team members.
- Encourage a positive working environment.
- Support all aspects of general administration of clients.

Technical
- Understand and execute delegated elements of new business processes.
- Maintain quality and control of processes and meet deadlines.
- Attend internal meetings organised by relevant personnel to undertake training on both internal policies and procedures as well as any external regulatory changes.
- Assist with ensuring all client requests are responded to or delegated in a timely fashion.
- Assist with maintaining on-going review and updating of procedures for the team, maintaining consistency across client base.
- Ensure that adherence to compliance policies is being adhered to by less experienced administrative staff at all times.

Skills Required:

- Have at least 3 years working within a similar regulated business.
- Strong leadership skills and the ability to mentor and coach team.
- Have an understanding of fiduciary structures and their administration.
- Ability to work in a demanding environment and adapt to changing priorities.
- Possess personal qualities of integrity, good communication and discretion.
- A confident manner and the ability to communicate with clients effectively.
- Strong IT skills.
- General knowledge of banking systems.

  • Fiduciary Assistant Sandton

    6 months ago

    Johannesburg, South Africa The Recruitment Council Full time

    Are you passionate about the intricate world of finance? Eager to embark on a rewarding career journey within a dynamic financial industry leader? An exceptional opportunity awaits! Our client is currently seeking a dedicated Fiduciary Assistant to join their prestigious company. Qualifications and Experience - Matric. - Minimum 8 years of experience in...

  • Head Fiduciary

    4 weeks ago

    Johannesburg, South Africa Jobted ZA C2 Full time

    Job Title: Head: Fiduciary Location: Sandton, Johannesburg Overview: An exceptional opportunity exists for a seasoned fiduciary professional to lead and grow a high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the...

  • Fiduciary Services Manager

    6 days ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    About the RoleWe are seeking a seasoned fiduciary professional to lead and grow our high-performing team as a Fiduciary Services Manager.ResponsibilitiesDevelop and implement the fiduciary business strategy with clear objectives and measurable success indicators.Standardize fiduciary offerings across regions and establish competitive market positioning.Drive...

  • Head Fiduciary

    4 weeks ago

    Johannesburg, South Africa The Recruitment Council Full time

    Job Title:Head: FiduciaryLocation:Sandton, JohannesburgOverview:An exceptional opportunity exists for a seasoned fiduciary professional to lead and grow a high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the fiduciary...

  • Head of Fiduciary

    4 weeks ago

    Johannesburg, South Africa The Recruitment Council Full time

    Job Title:Head: FiduciaryDivision:Financial Advisory ServicesOverview:An exciting leadership opportunity exists for a dynamic and results-driven professional to head the fiduciary services division. This role involves developing and growing the fiduciary function, driving business strategies, and delivering exceptional estate planning solutions tailored to...

  • Head Fiduciary

    1 month ago

    Johannesburg, South Africa The Recruitment Council Full time

    Job Title: Head: FiduciaryLocation: Sandton, JohannesburgOverview:An exceptional opportunity exists for a seasoned fiduciary professional to lead and grow a high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the fiduciary...

  • Head Fiduciary

    1 month ago

    Johannesburg, South Africa The Recruitment Council Full time

    Job Title: Head: FiduciaryLocation: Sandton, Johannesburg Overview: An exceptional opportunity exists for a seasoned fiduciary professional to lead and grow a high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the...

  • Head of Fiduciary

    1 month ago

    Johannesburg, South Africa The Recruitment Council Full time

    Job Title: Head: FiduciaryDivision: Financial Advisory ServicesOverview:An exciting leadership opportunity exists for a dynamic and results-driven professional to head the fiduciary services division. This role involves developing and growing the fiduciary function, driving business strategies, and delivering exceptional estate planning solutions tailored to...

  • Head of Fiduciary

    1 month ago

    Johannesburg, South Africa The Recruitment Council Full time

    Job Title: Head: FiduciaryDivision: Financial Advisory Services Overview: An exciting leadership opportunity exists for a dynamic and results-driven professional to head the fiduciary services division. This role involves developing and growing the fiduciary function, driving business strategies, and delivering exceptional estate planning solutions...

  • Fiduciary Specialist

    4 weeks ago

    Johannesburg, South Africa The Recruitment Council Full time

    Job Summary:We are seeking a highly skilled and dedicated Fiduciary Specialist to join our team. The successful candidate will play a key role in providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. This includes estate planning, trust administration, will drafting, and acting as executor for client...

  • Executive Fiduciary Leader

    2 weeks ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    Job Title: Executive Fiduciary LeaderAbout Us:The Recruitment Council is a leading provider of professional services, and we are currently seeking an exceptional Fiduciary Professional to lead and grow our high-performing team. This role focuses on delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing...

  • Fiduciary Leadership Opportunity

    2 weeks ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    **Job Title:** Head Fiduciary**Location:** Johannesburg, South Africa**Overview:** A leading financial institution seeks a seasoned fiduciary professional to lead its high-performing team in delivering top-tier estate planning, fiduciary, and trust services. The successful candidate will drive business growth, enhance client retention, and position the...

  • Head of Fiduciary Operations

    7 months ago

    Johannesburg, South Africa Estate Concierge Services Full time

    **About Estate Concierge Services**: ECS is an innovative start up, people-focused business that provides an array of services designed to make the processes surrounding the death of a loved one as painless as possible; and enables financial services providers to differentiate themselves in a commoditized market. Our founders have a combined 50 years...

  • Fiduciary Leadership Professional

    1 week ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    About the JobThe Recruitment Council is seeking a skilled Estate Planning Manager to join our team. This role involves leading the development and implementation of strategic business plans to grow our fiduciary services division.Responsibilities• Implement a standardized service offering and process flow for fiduciary services.• Collaborate with...

  • Fiduciary Services Director

    6 days ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    The Recruitment Council seeks a seasoned professional to spearhead its fiduciary services division. As a Fiduciary Services Director, you will be responsible for driving business growth, developing strategic plans, and delivering exceptional estate planning solutions to high-net-worth clients.Key Responsibilities:Fiduciary Development and StrategyCreate and...

  • Senior Fiduciary Director

    1 month ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    About the RoleThe Recruitment Council is seeking a seasoned Senior Fiduciary Director to lead and grow a high-performing team in Sandton, Johannesburg. This role involves delivering top-tier estate planning, fiduciary, and trust services while driving new business growth, enhancing client retention, and positioning the fiduciary division as a market...

  • Only 24h Left: Head of Fiduciary

    1 month ago

    Johannesburg, South Africa Jobted ZA C2 Full time

    Job Title: Head: Fiduciary Division: Financial Advisory Services Overview: An exciting leadership opportunity exists for a dynamic and results-driven professional to head the fiduciary services division. This role involves developing and growing the fiduciary function, driving business strategies, and delivering exceptional estate planning solutions...

  • Senior Fiduciary Professional

    2 weeks ago

    Johannesburg, Gauteng, South Africa The Recruitment Council Full time

    **The Role:** As Head Fiduciary, you will lead our team in delivering top-tier estate planning, fiduciary, and trust services to our clients. You will drive business growth, enhance client retention, and establish our fiduciary division as a market leader.**Responsibilities:**Strategic Leadership and Business Growth: Develop and implement a comprehensive...

  • Trust and Estate Manager

    1 month ago

    Johannesburg, Gauteng, South Africa FNB Fiduciary (Pty) Ltd Full time

    At FNB Fiduciary (Pty) Ltd, we are seeking a highly experienced Trust and Estate Manager to join our team. As a Trust and Estate Manager, you will be responsible for managing the full trust administration process.About UsWe are a leading provider of fiduciary services in South Africa. Our team is dedicated to providing exceptional service to our clients and...

  • Fiduciary Team Leader

    7 months ago

    Johannesburg, South Africa MMC Corporate Full time

    **Fiduciary Team Leader** **What can you expect**: As part of the Fiduciary Finance hub, this role is within the Receipting function. It is an energetic team within MMC Controllership team which is part of the wider finance head office function. This role will provide accounting services to more than 8 countries within the IMEA region. **What you will be...