Fiduciary Specialist - Cape Town, South Africa - AGC Recruitment

AGC Recruitment
AGC Recruitment
Verified Company
Cape Town, South Africa

2 weeks ago

Thabo Mthembu

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Thabo Mthembu

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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
  • Indepth knowledge of fiduciary laws and regulations.
  • Prior experience in fiduciary services or trust administration.
  • Strong analytical and problemsolving skills.
  • Excellent communication and clientfocused 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:
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