Senior Trust & Investment Operations Specialist

rag-talent; Cape Town; On-site; ZAR 480,000 - 720,000; Full time

Benefits offered by this job

Competitive compensation package

Structured operational culture

Job summary

rag-talent is seeking a Senior Trust and Investment Administrator to provide essential operational support within an in-office wealth management environment in Cape Town. You will oversee investment administration, client correspondence, and ensure timely processing of instructions while maintaining high compliance standards.

The role requires 3–5+ years of experience in a similar capacity, meticulous data handling, and strong organisational skills to support Trust Officers and clients

Qualifications

• 3–5+ years experience as broker's assistant, broker's secretary, or investment administrator.
• Proven experience handling investment administration instructions and data capture.
• Strong attention to detail and ability to meet strict deadlines.

Responsibilities

• Collate and verify documentation for local and offshore investment instructions.
• Input transaction data into Fundamental and PTC/CRM systems after securing authorisations.
• Process EFT payments and perform validations in Cashman/CRM.
• Review debit balances with Trust Officers and implement corrective actions.
• Coordinate client onboarding and manage take-on documentation and indexing.
• Draft quarterly invoices and manage trust payment workflows.
• Prepare monthly/quarterly reporting packs and liaise with clients and service providers.
• Maintain filing systems to ensure compliance with financial regulations.
• Provide general administrative support and backup to team members.

Skills

3-5+ years experience

Data capture

Attention to detail

Education

FAIS-aligned qualifications

Tools

Fundamental

PTC/CRM

Cashman

Job description

rag-talent is seeking a Senior Trust and Investment Administrator to provide essential operational support within an in-office wealth management environment in Cape Town. You will oversee investment administration, client correspondence, and ensure timely processing of instructions while maintaining high compliance standards.

The role requires 3–5+ years of experience in a similar capacity, meticulous data handling, and strong organisational skills to support Trust Officers and clients