About the position
Fiduciary Assistant (Internship) Not all internships are about making coffee. This one gives you a genuine pathway into a rewarding fiduciary career. Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Claremont, Cape Town
Market related
Organisation comes naturally to you and you take pride in getting the details right. You enjoy supporting others, thrive in a structured environment and understand the importance of professionalism, integrity and confidentiality. Working with people comes easily, while your disciplined approach ensures commitments are met and nothing slips through the cracks.
This opportunity will see you supporting an experienced fiduciary team with a wide variety of administrative responsibilities. From preparing correspondence for the Master's Office and following up on outstanding matters to managing safe custody documentation, maintaining records, capturing information on CRM systems, scanning and filing important documents, every day will bring valuable exposure to the fiduciary profession. You'll enjoy this role because you'll gain practical experience across multiple aspects of trust administration while building the skills and confidence needed for a long-term career.
Join a highly respected specialist firm operating within the fiduciary and wealth planning sector. Known for its professional standards, client-focused approach and collaborative culture, the business is committed to developing future professionals through structured learning, mentorship and meaningful career growth in an environment built on trust and excellence. You'll be fully office based in Claremont, Cape Town so living close by is essential.
Matric is essential with a strong interest in pursuing a career in the fiduciary industry, together with 1 years' experience within a fiduciary environment is ideal but not essential. Strong Microsoft Office skills are required, while exposure to Xplan will be advantageous. Success in this role will come from your exceptional attention to detail, organisational ability, communication skills and commitment to delivering quality work with accuracy and professionalism.
Along with a market-related salary and discretionary performance bonus, you'll join a structured three-year internship designed to develop your professional expertise. Additional benefits include study support of up to R10,000 per year, study leave and the opportunity to build a rewarding long-term career within a respected specialist environment.
For a confidential discussion please contact Claudette Du Preez on LinkedIn, [Phone Number Removed]; or send your CV to [Email Address Removed] - we appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Admin Work
- Administrator
Desired Work Experience:
- Less than 1 year
Desired Qualification Level:
- Grade 12 / Matric
