Trust Officer Assistant Market related

  • Company:

    CA Financial Appointments

  • Location:

    Somerset West, False Bay, South Africa

  • Salary:

    Market related

  • Job Type:

    Permanent

A client-centric financial planning team is seeking the assistance of a Trust Officer Assistant to join their team. Lovely, stable and experienced team based in the Somerset West. The successful candidate will be responsible for admin support for the Trust Officers. The role will entail handling follow-up correspondence with clients, beneficiaries and third-party providers, liaise with internal department and ensure investment and payment instructions are accurately and timeously actioned. […]
Responsible for local and offshore investment instructions, redemptions, switches, Retirement Annuity...

25 days ago from: pnet.co.za

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