Senior Financial & Investment Support Specialist

The Fiduciary Recruitment Group; Cape Town; Presencial; ZAR 180.000 - 240.000; Jornada completa

Descripción de la vacante

The Fiduciary Recruitment Group in Cape Town is seeking a Senior Financial / Investment Advisors Assistant / Administrator to support our Financial Planning team and deliver high-quality client service.

You will handle day-to-day administration, onboarding, investment instructions, and client reporting, liaising with clients, providers and internal teams to keep processes compliant and running smoothly. This is a full-time, on-site role in the Southern Suburbs.

Formación

• What you'll be doing: assisting financial and investment advisors with day-to-day administration.
• Preparing and processing local and offshore investment instructions.
• Onboarding clients and maintaining accurate records.
• Processing client payments and investment transactions.
• Liaising with clients, beneficiaries, service providers and internal teams.
• Assisting with trust administration, tax documentation and client reporting.
• Maintaining compliance, organisation and smooth operations.

Responsabilidades

• Supporting our Financial & Investment Advisors with day-to-day administration
• Preparing and processing local and offshore investment instructions
• Managing client onboarding and maintaining accurate records
• Processing client payments and investment transactions
• Liaising with clients, beneficiaries, service providers and internal departments
• Assisting with trust administration, tax documentation and client reporting
• Keeping everything compliant, organised and running smoothly
• Providing general administrative and secretarial support to the team
• Having experience in a similar Financial Advisor Assistant or Broker Support role
• Having experience within investment administration and client servicing
• Being highly organised and deadline-driven
• Enjoying building strong relationships with clients and colleagues
• Taking ownership and pride in your work

Descripción del empleo

The Fiduciary Recruitment Group in Cape Town is seeking a Senior Financial / Investment Advisors Assistant / Administrator to support our Financial Planning team and deliver high-quality client service.

You will handle day-to-day administration, onboarding, investment instructions, and client reporting, liaising with clients, providers and internal teams to keep processes compliant and running smoothly. This is a full-time, on-site role in the Southern Suburbs.