FirstRand / FNB
Job DescriptionTo provide high-quality administrative, operational, and sales support to the Fiduciary Specialist team by ensuring efficient management of client processes, accurate data handling, and timely follow-ups. The role aims to enhance client experience, support revenue retention, and ensure compliance with legislative and internal governance requirements while enabling fiduciary specialists to focus on advisory deliveryKey Responsibilities: Client Service & Stakeholder ManagementDeliver exceptional client service by providing proactive, innovative, and appropriate solutions that exceed expectations.Build and maintain strong working relationships with internal stakeholders (SMEs, Advisors, Managers) and external clients.Ensure professional and timely communication with clients regarding outstanding information and process updates.Operational & Administrative SupportProvide end-to-end administrative support to the fiduciary team, including document preparation, data capturing, and case tracking.Maintain an efficient diary management system and ensure all follow-ups are actioned timeously.Proactively follow up on outstanding client documentation and ensure completeness of records.Assist with the onboarding and maintenance of client fiduciary services.Sales Support & Client RetentionProvide sales support to the Fiduciary Specialists to improve efficiencies and drive client retention.Support the preparation of client proposals, reports, and relevant documentation.Facilitate seamless client journeys by ensuring operational excellence across all touchpoints.Financial & Business ManagementSupport the monitoring and control of revenue and costs within the function.Assist in achieving the targeted cost-to-income ratio as per product line budgets.Ensure adherence to company financial and operational standards.Compliance & Regulatory Support (Critical)Support compliance with SARS requirements, including:Tax-related documentation and submissionsLiaison on outstanding tax matters where requiredAssist with processes involving the Master of the High Court, including:Lodgement and tracking of trust documentationEnsuring required documentation meets statutory standardsApply working knowledge of:FAISFICATrust Property Control ActEnsure adherence to internal governance, audit, and risk frameworksTeam & Culture ContributionContribute to a high-performance culture by supporting team objectives and collaboration.Participate in learning and development initiatives to enhance skills and competencies.Support employment equity and transformation objectives within the team environment.Minimum Requirements:QualificationsRelevant qualification in:Finance / Investment Management / Law / Commerce(Minimum: Diploma or Degree preferred)Experience3+ years’ experience in:Fiduciary services / Trust administration / Wealth / InvestmentsOR financial services administrative support roleExposure to client servicing in a regulated environmentKnowledgeBasic understanding of: Trust structures and fiduciary servicesFinancial and investment productsRegulatory environment (FAIS, FICA)Strong administrative and process management capabilitySkills & CompetenciesAdministratively strong, detail-oriented individual with exposure to financial servicesStrong attention to detail and accuracyExcellent organisational and diary management skillsStakeholder engagement and communicationProblem-solving and proactive thinkingAbility to work under pressure and meet deadlinesPreferred RequirementsExposure to Trust processesExperience supporting high-net-worth or private clientsAdvanced knowledge of regulatory frameworks (FAIS, Trust Property Control Act)Proficiency in financial systems and reporting tools#POST#FNB#LI-EM1 We look forward to engaging with you further. Apply now! Important Closing Date NoteTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.24/09/26All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.