Financial Advisor Assistant (Trust Officer Assistant)

Merand Recruitment · Rondebosch, Western Cape, South Africa

Location
Rondebosch
Job Type
Full-time
Posted
July 02, 2026

Job Description








Our client, based in Rondebosch, is seeking a Financial Advisor Assistant (Trust Officer Assistant) to provide administrative support to a team of Trust Officers/Financial Advisors. The successful candidate will be responsible for handling client, beneficiary, and third-party correspondence, coordinating investment administration and payment instructions, and ensuring all transactions are processed accurately and timeously. This opportunity is ideally suited to candidates with 3–5 years' experience as a Broker's Assistant or in a similar investment administration or broker support role within the financial services industry.









Key responsibilities include:


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