A client-centric financial planning team seeking the assistance of a Trust Officer Assistant to join their team. Lovely, stable and experienced team based in the Somerset West.
Responsible for admin support for the Trust Officers handle follow-up correspondence with clients, beneficiaries and third-party providers, liaise with internal department ensure investment and payment instructions accurately and timeously actioned. […]
Responsible for local and offshore investment instructions, redemptions, switches, Retirement Annuity and Living Annuity transfers, prepare relevant documents, submit and...