Fiduciary Specialist Assistant at FirstRand in Sandton

What you will be doing

You will be the operational backbone of the Fiduciary Specialist team, making sure client processes run smoothly while specialists focus on advisory work. The role combines client service, sales support, administration, and compliance, and it sits within FirstRand's fiduciary environment in Sandton.

• Provide proactive client service and keep internal and external stakeholders updated on outstanding information.
• Handle document preparation, data capturing, case tracking, and diary management for the fiduciary team.
• Follow up on outstanding client documentation and assist with onboarding and maintaining fiduciary services.
• Support the preparation of client proposals, reports, and sales documentation to help retain clients.
• Help monitor revenue and costs within the function and adhere to financial and operational standards.
• Assist with SARS tax documentation and submissions, and with Master of the High Court trust lodgement and tracking.
• Apply working knowledge of FAIS, FICA, and the Trust Property Control Act while following internal governance and audit rules.
• Contribute to team objectives, learning and development, and employment equity and transformation goals.

Application note

Applications close on 13 November 2026 and late applications will not be accepted, so submit ahead of the date.

• A relevant qualification in Finance, Investment Management, Law, or Commerce. A Diploma or Degree is preferred.
• At least 3 years' experience in fiduciary services, trust administration, wealth, investments, or a financial services administrative support role.
• Exposure to client servicing in a regulated environment.
• Basic understanding of trust structures and fiduciary services, financial and investment products, and the regulatory environment including FAIS and FICA.
• Strong administrative and process management capability with high attention to detail and accuracy.
• Excellent organisational and diary management skills.
• Strong stakeholder engagement and communication skills.
• Problem solving and proactive thinking, with the ability to work under pressure and meet deadlines.
• Preferred: exposure to trust processes, experience supporting high net worth or private clients, advanced knowledge of regulatory frameworks such as FAIS and the Trust Property Control Act, and proficiency in financial systems and reporting tools.

• Deliver exceptional client service and maintain strong relationships with internal stakeholders and external clients.
• Communicate professionally with clients about outstanding information and process updates.
• Provide end to end administrative support, including document preparation, data capturing, and case tracking.
• Manage an efficient diary system and action all follow ups timeously.
• Follow up on outstanding client documentation and ensure records are complete.
• Assist with onboarding and maintenance of client fiduciary services.
• Support the Fiduciary Specialists with sales support to improve efficiencies and drive client retention.
• Help prepare client proposals, reports, and relevant documentation.
• Ensure a seamless client journey across all touchpoints.
• Assist with monitoring and controlling revenue and costs, and work toward targeted cost to income ratios.
• Support compliance with SARS requirements, including tax documentation and submissions, and assist with Master of the High Court processes such as trust document lodgement and tracking.
• Ensure adherence to internal governance, audit, and risk frameworks.
• Contribute to a high performance team culture and participate in learning and development.
• Support employment equity and transformation objectives.