Assistant Manager, Fiduciary

1 day 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

    2 weeks ago

    Johannesburg, South Africa The Hiring House Full time

    KEY RELATIONS Our clients and leads Wealth Advisors and Assistants Fiduciary Specialists and Assistants Managing Director, Fiduciary QUALIFICATION AND EXPERIENCE Matric and minimum 8 (eight) years practical experience in administration, preferably in the legal or fiduciary field. The knowledge and experience to attain a FISA certification of Trust...

  • Fiduciary Assistant | Sandton

    3 weeks ago

    Johannesburg, South Africa The Recruitment Council Full time

    Fiduciary AssistantLocation: SandtonJob Type: Full-TimeJob Description:Our client, a leading wealth management firm, is seeking a Fiduciary Assistant to provide comprehensive administrative support to their Fiduciary Specialists. The ideal candidate will be a proactive, detail-oriented, and client-focused individual with a strong background in...

  • Head of Fiduciary Operations

    1 week 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 Trust Administration Specialist

    2 weeks ago

    Johannesburg, South Africa The Hiring House Full time

    A leading fiduciary services provider in Johannesburg is seeking an experienced administrator with over 8 years in the field. The role requires expertise in managing trust administration processes, compliance with fiduciary regulations, and strong client management abilities. The ideal candidate must have Matric and relevant experience, with preference for...

  • Fiduciary Associate

    3 days ago

    Johannesburg Metropolitan Area, South Africa Chartered Wealth Solutions Full time R500 000 - R800 000 per year

    At Chartered Legacy & Trust, part of the Chartered Wealth group, we believe that the work we do is about more than compliance. It is about protecting what matters most to our clients, their legacies, their families, and their peace of mind. We are looking for a qualified attorney, (LLB and admitted), who shares this vision and is ready to make a real...

  • Fiduciary Portfolio Oversight Specialist

    1 week ago

    Johannesburg, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: **purpose**: - To perform the detailed oversight of the administration and conduct of the collective investment scheme (management company) thereby ensuring safekeeping of the unit holders (investor), referred to as the portfolio assets and in compliance with the act, deed and subordinate...

  • Fiduciary Team Leader

    5 days 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...

  • Fiduciary Portfolio Oversight Analyst

    1 day ago

    Johannesburg, South Africa FirstRand Full time

    Job Description RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact. United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart. Now, is the time to imagine your next move...

  • Financial Manager

    13 hours ago

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

    Description The successful candidate will be looking after the financial reporting function of FNB Fiduciary (Philanthropy) portfolio. Which includes financial reporting and oversight of Philanthropic Non-profit organisations. Review and prepare annual financial statements to ensure accuracy, completeness, and compliance with applicable accounting standards...

  • National Manager: Trust Administration

    3 weeks ago

    Johannesburg, South Africa The Recruitment Council Full time

    Our client is seeking an experienced and strategic National Manager: Trust Administration to lead the administration of trust services across all regional branches. This is a senior leadership role focused on operational excellence, client service, risk management, and compliance within the fiduciary space.You will drive national alignment of processes,...