This FNB opportunity in Sandton, Johannesburg, is for a dedicated Fiduciary Specialist Assistant. This role is crucial for providing comprehensive administrative, operational, and sales support to the Fiduciary Specialist team. The primary objective is to ensure the smooth and efficient management of client processes, maintain accurate record-keeping, and execute timely follow-ups. By excelling in these areas, the assistant will directly contribute to an enhanced client experience, support revenue retention, and uphold stringent legislative and internal governance standards. Ultimately, this position empowers fiduciary specialists to concentrate on delivering expert advisory services.

About the Role

The Fiduciary Specialist Assistant plays a vital support function within a dynamic financial services environment. You will be instrumental in maintaining the operational backbone that allows the fiduciary team to function at its best. This involves a multifaceted approach, encompassing client interaction, meticulous administration, and contributing to the sales and retention efforts of the department. A key aspect of the role is ensuring that all processes are executed with a high degree of accuracy and in strict accordance with regulatory requirements, including those pertaining to the Master of the High Court and SARS. You'll also be expected to understand and apply knowledge of relevant legislation such as FAIS, FICA, and the Trust Property Control Act.

Your day-to-day responsibilities will be diverse and demanding, requiring a proactive and organised approach. Key duties include:

• **Client Service and Stakeholder Management:**
• Delivering exceptional client service by offering proactive, innovative, and appropriate solutions that go beyond expectations.
• Cultivating and maintaining robust working relationships with both internal stakeholders, such as subject matter experts, advisors, and managers, and external clients.
• Ensuring professional and prompt communication with clients regarding any outstanding information or updates on their processes.
• **Operational and Administrative Support:**
• Providing comprehensive end-to-end administrative support to the fiduciary team, which includes preparing documents, capturing data, and diligently tracking cases.
• Effectively managing diaries and ensuring all follow-up actions are completed without delay.
• Proactively chasing outstanding client documentation to guarantee the completeness and accuracy of client records.
• Assisting with the crucial processes of onboarding new clients and managing existing client fiduciary services.
• **Sales Support and Client Retention:**
• Offering vital sales support to Fiduciary Specialists to boost efficiencies and foster client loyalty.
• Contributing to the preparation of client proposals, reports, and other necessary documentation.
• Facilitating a seamless client journey by ensuring operational excellence at every interaction point.
• **Compliance and Regulatory Support:**
• Supporting adherence to SARS requirements, including managing tax-related documentation and submissions, and liaising on outstanding tax matters as needed.
• Assisting with processes involving the Master of the High Court, such as lodging and tracking trust documentation, and ensuring all submitted documents meet statutory standards.

What They're Looking For

To be successful in this role, you will need a solid foundation in financial services administration and a keen eye for detail. The ideal candidate will possess:

• **Qualifications:** A relevant qualification in Finance, Investment Management, Law, or Commerce is preferred, ideally at a diploma or degree level.
• **Experience:** A minimum of three years of experience is required, preferably within fiduciary services, trust administration, wealth management, investments, or a similar financial services administrative support capacity. Previous exposure to client servicing within a regulated environment is essential.
• **Knowledge:** A fundamental understanding of trust structures and fiduciary services, financial and investment products, and the regulatory landscape (including FAIS, FICA, and the Trust Property Control Act) is necessary.
• **Skills and Competencies:**
• Exceptional administrative capabilities with a strong focus on detail and accuracy.
• Excellent organisational skills, including proficient diary management.
• Strong stakeholder engagement and communication abilities.
• A proactive and solutions-oriented mindset for problem-solving.
• The capacity to work effectively under pressure and meet strict deadlines.

Previous exposure to trust processes and experience supporting high-net-worth or private clients would be advantageous. Advanced knowledge of regulatory frameworks and proficiency in financial systems and reporting tools are also preferred.

In South Africa, a role like this typically offers a competitive salary, reflecting the specialised nature of fiduciary services and the administrative demands. Employers for such positions are often found within major banking institutions, wealth management firms, and dedicated fiduciary services companies. Progression within this field can lead to more senior administrative roles, client management positions, or even specialisation in trust and estate planning.

Minimum Requirements:

Qualifications

Relevant qualification in:

• Finance / Investment Management / Law / Commerce
• (Minimum: Diploma or Degree preferred)

Experience

3+ years’ experience in:

• Fiduciary services / Trust administration / Wealth / Investments
• OR financial services administrative support role
• Exposure to client servicing in a regulated environment

Knowledge

Basic understanding of:

• Trust structures and fiduciary services
• Financial and investment products
• Regulatory environment (FAIS, FICA)
• Strong administrative and process management capability

Skills & Competencies

• Administratively strong, detail-oriented individual with exposure to financial services
• Strong attention to detail and accuracy
• Excellent organisational and diary management skills
• Stakeholder engagement and communication
• Problem-solving and proactive thinking
• Ability to work under pressure and meet deadlines

Preferred Requirements

• Exposure to Trust processes
• Experience supporting high-net-worth or private clients
• Advanced knowledge of regulatory frameworks (FAIS, Trust Property Control Act)
• Proficiency in financial systems and reporting tools

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We look forward to engaging with you further. Apply now!

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.