Fiduciary Services Coordinator: Client & Compliance

FirstRand Bank Limited; Pretoria; On-site; ZAR 360,000 - 480,000; Full time

Job summary

FirstRand Bank Limited in Pretoria seeks a responsible administrator to support the Fiduciary Specialist team. You will manage client processes, ensure accurate data handling, and coordinate timely follow-ups to maintain service quality.

Key duties include client service, operational and administrative support, sales support, and compliance with FAIS, FICA, and SARS requirements, while contributing to efficiency and cost control.

Qualifications

• Relevant qualification in Finance / Investment Management / Law / Commerce (Diploma or Degree preferred).
• 3+ years’ experience in fiduciary services / Trust administration / Wealth / Investments OR financial services administrative support role.
• Knowledge of FAIS, FICA and regulatory environment.
• Strong administrative and process management capability.

Responsibilities

• Provide high-quality client service and stakeholder management for internal SMEs, Advisors, Managers and external clients.
• Deliver end-to-end administrative support to the fiduciary team including document preparation, data capturing, and case tracking.
• Support sales activities, including preparing client proposals, reports, and relevant documentation.
• Monitor and support revenue and cost control within the function to aid budget adherence.
• Assist with compliance and regulatory requirements (FAIS, FICA, SARS) and Master of the High Court processes.

Skills

Client service

Stakeholder management

Organisational skills

Data handling

Diary management

Communications

Problem solving

Excel

CRM systems

Education

Diploma or Degree in Finance/Investment Management/Law/Commerce

Tools

Excel

CRM systems

Job description

FirstRand Bank Limited in Pretoria seeks a responsible administrator to support the Fiduciary Specialist team. You will manage client processes, ensure accurate data handling, and coordinate timely follow-ups to maintain service quality.

Key duties include client service, operational and administrative support, sales support, and compliance with FAIS, FICA, and SARS requirements, while contributing to efficiency and cost control.