Fiduciary Specialist Assistant

Job Description:

To provide high-quality administrative, operational, and sales support to the Fiduciary Specialist team by ensuring efficient management of client processes, accurate data handling, and timely follow‑ups.

Client Service & Stakeholder Management Deliver exceptional client service by providing proactive, innovative, and appropriate solutions that exceed expectations. Build and maintain strong working relationships with internal stakeholders (SMEs, Advisors, Managers) and external clients. Ensure professional and timely communication with clients regarding outstanding information and process updates.

Operational & Administrative Support Provide end-to-end administrative support to the fiduciary team, including document preparation, data capturing, and case tracking. Maintain an efficient diary management system and ensure all follow-ups are actioned timely. Proactively follow up on outstanding client documentation and ensure completeness of records. Assist with the onboarding and maintenance of client fiduciary services.

Sales Support & Client Retention Provide sales support to the Fiduciary Specialists to improve efficiencies and drive client retention. Support the preparation of client proposals, reports, and relevant documentation. Facilitate seamless client journeys by ensuring operational excellence across all touchpoints.

Financial & Business Management Support the monitoring and control of revenue and costs within the function. Assist in achieving the targeted cost-to-income ratio as per product line budgets. Ensure adherence to company financial and operational standards.

Compliance & Regulatory Support (Critical) Support compliance with SARS requirements, including:
Tax-related documentation and submissions;
Liaison on outstanding tax matters where required. Assist with processes involving the Master of the High Court, including:
Lodgement and tracking of trust documentation;
Ensuring required documentation meets statutory standards. Apply working knowledge of: FAIS, FICA, Trust Property Control Act;
Ensure adherence to internal governance, audit, and risk frameworks.

Team & Culture Contribution Contribute to a high-performance culture by supporting team objectives and collaboration. Participate in learning and development initiatives to enhance skills and competencies. Support employment equity and transformation objectives within the team environment.

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.

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

12/09/26

All appointments will be made in line with First Rand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

First Rand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), First Rand…