TRUST OFFICER'S ASSISTANT - KNYSNA

ABOUT THE JOB:

This role is ideally suited to applicants with previous brokers assistant, or brokers secretarial experience specifically dealing with investment administration instructions and follow-ups.

RESPONSIBILITIES:

• Reception, diary management, and travel arrangements
• Client liaison: attending to and resolving all queries directly with clients, building relationships and understanding their service requirements
• Collation of all clients monthly and quarterly reporting
• Collation of all necessary documentation relating to administration of investment instructions, payments and client accounting, preparation and capturing of same on internal systems

• Responsible for all electronic and hard copy filing relating to investment administration
• Record keeping as stipulated by FAIS and FICA, and ensuring that all investment and payment instructions are compliant
• General secretarial support: typing, filing, faxing etc of client correspondence
• Quarter end statements: Preparation, collation and distribution of same.

REQUIREMENTS:

• At least three years experience in similar role.
• Effective verbal and written communication; clear and distinct telephone manner.
• Exceptional inter-personal
• Previous unit trust knowledge, investment/ life/ offshore experience
• Matric a requirement, with maths or accounting at matric level; bookkeeping diploma an advantage
• MS Office suite and Excel at an intermediate level; Typing speed: 50+ wpm
• Ability to work independently, attention to detail and reliable follow-up skills.
• Excellent organisational skills, including problem solving and initiative.
• Bilingual in English and Afrikaans
• A team player
• Drivers licence with own vehicle preferred.

Candidates for this position should already live in the Knysna area and should have worked in an investment planning environment.

All POPI requirements respected.

Should you not receive a response within 10 days please consider your application unsuccessful.