Job Description

Fiduciary Specialist – Financial Services – Cape Town

Our client, in the financial services industry, is seeking a Fiduciary Specialist to join their team in Cape Town. This position requires a client-centric approach, legal and financial expertise, and strong analytical skills.

Responsibilities

• Trust Account Management.
• Fiduciary Guidance for Clients.
• Compliance and Regulatory Adherence.
• Client Relationship Management.
• Investment Oversight Collaboration.
• Risk Management.
• Document Preparation.
• Estate Administration Support.
• New Business Development Support.
• Reporting and Documentation.
• Continuous Learning on Fiduciary Matters.

Qualifications

• Bachelor's degree in Law, Finance, or Business.
• Expertise in Wills, Estates, and Trusts
• In-depth knowledge of fiduciary laws and regulations.
• Prior experience in fiduciary services or trust administration.
• Strong analytical and problem-solving skills.
• Excellent communication and client-focused approach.
• Ability to collaborate with internal and external teams.
• Familiarity with relevant software and tools.
• Trustworthiness and discretion in handling sensitive information.

Salary: Market Related

Phone: 011 803 9465

Brought to you by AGC Legal Recruitment