Fiduciary Assistant

Recruiter

Set Consulting

Job Ref

229279

Date posted

Tuesday, June 30, 2026

Location

Cape Town, South Africa

SUMMARY

POSITION INFO

Job Title: Fiduciary Assistant Location: Cape Town(Office-based) Role Overview An opportunity exists for a detail-oriented and disciplined Fiduciary Assistant to join a professional fiduciary team. The successful candidate will provide essential administrative and operational support across fiduciary processes, including safe custody management, correspondence handling, data capturing, scanning, and filing. This role is structured as a three-year development programme designed to build foundational competence within the fiduciary profession. Key Responsibilities 1. Master’s Office Administration Prepare and submit correspondence to the Master’s Office Follow up on outstanding matters until resolution Attend physically at the Master’s Office or other required external offices when needed 2. Safe Custody Management Process original documents for safekeeping Place and retrieve documents from safe custody systems Ensure all records, lists, and internal tracking systems are accurately updated 3. Correspondence Support Draft cover letters using approved templates Manage the Trust inbox and route correspondence to relevant team members Ensure timely follow-up and distribution of communication 4. Data Capturing Capture data accurately into CRM systems Support compliance documentation within the CDD (Client Due Diligence) process 5. Scanning & Filing Scan all incoming documents and upload to SharePoint Maintain accurate electronic filing systems File original documents in physical hard-copy systems Minimum Requirements Matric (Senior Certificate) 1–3 years’ experience in a fiduciary environment Strong proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint) Advantageous: experience with Xplan