Fiduciary Specialist Assistant at FNB in Johannesburg
FNB · Johannesburg, Gauteng
Overview
FNB is looking for a Fiduciary Specialist Assistant to support their trust and fiduciary team in Johannesburg. If you have a background in trust administration, wealth, or financial services admin and you are detail oriented, this role offers solid experience in a regulated banking environment. You will help with client documentation, tax compliance, and Master of the High Court processes while supporting specialists who advise high net worth clients.
About the role
As a Fiduciary Specialist Assistant at FNB, you will provide administrative, operational, and sales support to the Fiduciary Specialist team. Your work will help ensure efficient client processes, accurate data handling, and timely follow ups so that the specialists can focus on advisory delivery.
You will be responsible for:
- Delivering exceptional client service and maintaining strong relationships with internal stakeholders and external clients
- Providing end to end administrative support including document preparation, data capturing, diary management, and case tracking
- Following up on outstanding client documentation to ensure records are complete
- Assisting with onboarding and maintenance of client fiduciary services
- Supporting the preparation of client proposals, reports, and documentation
- Assisting with compliance related to SARS requirements and Master of the High Court processes including trust documentation lodgement
- Supporting revenue and cost monitoring within the function
Application note: Applications close on 13 November 2026. Apply via FNB's official careers portal. All appointments will be made in line with FirstRand Group's Employment Equity plan.
Requirements
- A relevant qualification in Finance, Investment Management, Law, or Commerce (minimum Diploma or Degree preferred)
- At least 3 years of 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
- Knowledge of financial and investment products
- Familiarity with regulatory environments such as FAIS and FICA
- Strong administrative and process management capability
- Excellent attention to detail and accuracy
- Strong organisational and diary management skills
- Effective stakeholder engagement and communication skills
- Problem solving and proactive thinking ability
- Ability to work under pressure and meet deadlines
Responsibilities
- Provide proactive client service and build strong relationships with internal stakeholders and external clients
- Manage professional and timely communication with clients regarding outstanding information and process updates
- Offer end to end administrative support to the fiduciary team, including document preparation, data capturing, and case tracking
- Maintain an efficient diary management system and action all follow ups timeously
- Follow up on outstanding client documentation and ensure completeness of records
- Assist with onboarding and maintenance of client fiduciary services
- Support the preparation of client proposals, reports, and relevant documentation to improve efficiencies and drive client retention
- Support compliance with SARS requirements including tax related documentation and submissions
- Assist with Master of the High Court processes including lodgement and tracking of trust documentation
- Apply working knowledge of FAIS, FICA, and the Trust Property Control Act
- Ensure adherence to internal governance, audit, and risk frameworks
- Support revenue and cost monitoring within the function and assist in achieving targeted cost to income ratios
Job details
- Organisation
- FNB
- Location
- Johannesburg, Gauteng
- Job type
- Full time
- Experience level
- Mid (3+ years)
- Education
- Diploma
- Category
- Banking & Insurance
- Posted
- 6 November 2026 (1 day ago)
- Closing date
- 13 November 2026
- Application Method
- Apply online
Success Guide
When applying for this Fiduciary Specialist Assistant role at FNB, tailor your CV to highlight any exposure you have to trust administration, fiduciary services, or financial services admin. Mention specific regulations you have worked with, like FAIS, FICA, or the Trust Property Control Act, because the role involves compliance support. If you have helped with SARS submissions or Master of the High Court processes, make that clear. Also show that you are organised and detail oriented by describing how you have managed diaries, tracked cases, or followed up on client documentation in previous roles. FNB values accuracy and client service, so include examples of times you delivered great service or solved a problem proactively. Prepare for interview questions about how you handle pressure, meet deadlines, and work with sensitive client information. Good luck!
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