Fiduciary Specialist

3 weeks ago

Cape Town, South Africa AGC Recruitment Full time

**Fiduciary Specialist - Financial Services - Cape Town**

Our client, in the financial services industry, is seeking a Fiduciary Specialist to join their team in Cape Town. This position requires a client-centric approach, legal and financial expertise, and strong analytical skills.

**Responsibilities**
- Trust Account Management.
- Fiduciary Guidance for Clients.
- Compliance and Regulatory Adherence.
- Client Relationship Management.
- Investment Oversight Collaboration.
- Risk Management.
- Document Preparation.
- Estate Administration Support.
- New Business Development Support.
- Reporting and Documentation.
- Continuous Learning on Fiduciary Matters.

**Qualifications**
- Bachelor's degree in Law, Finance, or Business.
- Expertise in Wills, Estates, and Trusts
- In-depth knowledge of fiduciary laws and regulations.
- Prior experience in fiduciary services or trust administration.
- Strong analytical and problem-solving skills.
- Excellent communication and client-focused approach.
- Ability to collaborate with internal and external teams.
- Familiarity with relevant software and tools.
- Trustworthiness and discretion in handling sensitive information.

**Salary**: Market Related

Phone: 011 803 9465

**Brought to you by AGC Mining Recruitment

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