Overview
Wealth Fiduciary Adviser Assistant (ADP) | Rustenburg, North West | Permanent Jobs in Rustenburg at PSG Konsult
VACANCY | WEALTH FIDUCIARY ADVISER ASSISTANT (ADP) | RUSTENBURG, NORTH WEST | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Calling All Finance Graduates!
Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG.
Over 18 months, you’ll receive world class training and development, guided by seasoned and established financial advisers and Regional Managers who are committed to your success. This is your golden opportunity to build a thriving career with unmatched support and endless growth potential.
Don’t just dream about your future in finance—make it happen with PSG Financial Services.
Apply now and unlock your potential
What does the programme offer:
- Permanent employment
- An eighteen-month training and development plan to develop your knowledge and skills to become an adviser whilst permanently employed
- On-the-job mentorship and training from established financial advisers
- Support, coaching and monitoring from HR, Regional Managers and Heads of Divisions.
Job description:
The successful candidate will be responsible for supporting the Fiduciary Advisor and other staff members, as appointed by the Fiduciary Advisor in the administration of deceased estates. Interacting with clients by managing relationships and providing client service.
Responsibilities:
- Gather deceased client information via telephone and/or emails from family members.
- Consultations with the family members of the deceased to gather information.
- Compile a summary of information.
- Preparation of information to be submitted to the Master of the High court.
- Travelling to the Master of the High Court and/or Magistrate courts.
- Handle and solve enquiries at the Master’s Office.
- Preparing monthly update reports for clients.
- Data capturing on Legal Ease.
- Bank Reconciliation of deceased estates.
- Research product information.
- Handle and solve general client enquiries.
- Maintain office filing system of deceased estate files (hard copies) and on the internal office server.
- Telephone calls to clients and or other institutions.
Minimum requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)/ LLB
- 0-2 Years experience in the financial services industry within Trust/Estate Services
- Strong technical, administrative and accounting skills
- Proficient in both spoken and written English and at least one other of the official South African languages’
Competencies required:
- Customer Service
- Communication skills (verbal & written)
- Time Management skills
- Problem solving
- Attention to detail
- Team player
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 09 June 2026. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
Title: Wealth Fiduciary Adviser Assistant (ADP) | Rustenburg, North West | Permanent
Company: PSG Konsult
Location: Rustenburg
