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Financial Advisor Assistant

Company

RecruitMyMom

Location

cape town, cape town

Posted

July 15, 2026

Position Overview

Rondebosch, Cape Town, South Africa | Posted on 18/05/2026
Operating within an established and client‑focused trust and investment management firm, this role delivers critical administrative support to a dedicated team of Trust Officers. The position focuses on executing investment administration, managing follow‑up client correspondence, and ensuring all transactional instructions are actioned accurately and timeously. It is well‑suited for a structured administrative professional aiming to maintain high compliance and operational excellence within a wealth‑preservation environment. Permanent, full‑time in office – R25 000 – R30 000 per month.
Key Responsibilities
Collate all required documentation relating to the administration of local and offshore investment instructions, encompassing redemptions, asset switches, and share‑dealing workflows.
Secure necessary authorities, prepare and capture transaction data accurately within internal platforms, specifically Fundamen...

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