Trust Officers Assistant

3 weeks ago


Southern Suburbs, South Africa CA Financial Appointments Full time

I am currently recruiting for a Trust Officers Assistant for an Investment Management company, based in Cape Town. To succeed in this role they are looking for someone who is self-driven, with high attention to detail.

**Responsibilities**:
- Portfolio payments / Client and 3rd party payments-
- Money Market deposits and withdrawals-
- Investment Repurchases-
- Retirement Annuity and TFSA Additions-
- Preparing files for meetings, and Client appointments confirmations-
- Draw Portfolio Valuations every morning-
- Compliance (FAIS & FICA)-
- General updating of all systems with client information**Requirements**:

- Relevant tertiary qualification
- Minimum 3 years previous experience in investment administration



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