TRAFFIC Western Cape

Trust Officer Assistant - Wealth Admin & Client Support

CA Financial Appointments

Job Description

CA Financial Appointments is seeking a Trust Officer Assistant in South Africa, Wes-Kaap, to provide crucial administrative support to Trust Officers and Financial Advisors. The role involves managing investment administration and client servicing to ensure all tasks are executed accurately and compliantly.

Ideal candidates should have experience in wealth administration or a related environment, with strong organizational skills. This position offers an excellent opportunity to contribute to a reputable firm in financial services.

About This Role

Career insights for Brokerage Clerks positions

Salary Benchmark
R19,766/month
R14,553 to R26,730/month
Source: WageIndicator ZAR data
Key Skills for This Role
Active Listening Speaking Reading Comprehension Time Management Critical Thinking
Common Technologies
Adobe Creative Cloud software Adobe Illustrator Adobe Photoshop Microsoft PowerPoint HEAT Software GoldMine Royal Alliance VISION2020 Core Salesforce software Microsoft Access