Fiduciary partner

Sandton

Reporting relation

Managing Director, Citadel Fiduciary (Pty) Ltd

Purpose of job

To implement and administer estate planning solutions for high-net-worth clients, including advice on offshore structuring, local trusts, assuming responsibility as a Citadel representative trustee, in compliance with the technical house view and all operational requirements, and assisting with the reporting of deceased estates.

Key relations

Citadel clients and prospective clients

Wealth Advisors

Fiduciary Assistants

Other Fiduciary Specialists

Qualification

BA or B Comm LLB or other legal qualification.

A tax qualification will be advantageous, but knowledge of taxes affecting estate planning and trusts is a minimum requirement. CFP is an added advantage.

Experience

Preferably an admitted attorney with at least 10 years’ post articles current and relevant experience within the fiduciary industry.

A good knowledge of and interest in the fiduciary industry.

Computer competency requirements

Microsoft packages.

The ability to learn and use systems with confidence.

Kpa/ strategic business deliverables

Client interaction

•  Protect the reputational integrity of Citadel Fiduciary by delivering consistent, professional client services and building positive client relationships.
• Assist Wealth Advisors with business development, including assisting with drafting proposals for prospective clients.
• Give professional and appropriate advice to clients and advisors on Fiduciary, tax, and related matters.
• Evaluate and if required modify existing estate planning or propose and implement new estate planning.
• Timeously arrange and professionally conduct client consultations, including annual trustee meetings.
• Finalise required work items and report to clients timeously and fully.
• Accurately draft fiduciary documents, including but not limited to Wills, trust deeds, fiduciary reports, resolutions, agreements, and estate reporting documents always using the brand guidelines.
• Perform estate duty and other relevant fiduciary calculations.
• Prepare documentation for and conduct meetings regarding the reporting of deceased estates.
• Liaise with the deceased estates team, heirs and advisors regarding the progress in the administration of deceased estates.

Compliance and administration

• Ensure that all Fiduciary advice, proposals, structures, and transactions comply with local governing legislation and good governance practices to proactively manage risk, including properly and professionally oversee trust administration where appointed as professional trustee.
• Excellent practice management, including but not limited to debtors, FICA compliance (95%) and general compliance including all measures to protect data security and combat fraud.
• Identify and recommend opportunities to enhance processes, systems and policies in Fiduciary and support the implementation of new processes, policies, and systems.
• Participate in all ad hoc or special projects and ensure deadlines are met.
• Proactively manage fiduciary administrator/s reports and ensure their performance and compliance with all required practices and procedures etc.
• Conduct file reviews to ensure compliance.

 Technical and house view

•  Ensure all client service is rendered in accordance with the technical house view.
• Ensure consistent and correct implementation of approved Fiduciary solutions.
• Work with the Technical Director by means of the Fiduciary Technical Forum to assess advice risk, determine house view, and sign off on for advice on Fiduciary solutions, services and products that are presented to clients within the Citadel Group.

Business development and strategy

• Identify and action business development opportunities and enhance cross-sales within the Citadel Group.
• Ensure the commerciality and relevance of your own practice, including billing fees where appropriate, time management, advice and operational risk management and ensuring that all services are rendered in accordance with the parameters of the Fiduciary service model.
• Maintain the relevance of the Fiduciary service offering and ensure that it is constantly evolving in accordance with the needs of the Citadel business and statutory changes.

Leadership and knowledge sharing

• Participate in and ensure the adoption of Fiduciary team know-how development, both technical and operational.
• Mentor and guide colleagues on technical and operational issues.
• Write articles and updates, give presentations and feedback both internally and externally.
• Providing insight and solutions with a high level of knowledge of technical aspects.
• Stay abreast of market trends.
• Ensure best practice.
• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self.
• Ensure personal growth and enable effectiveness in performance of role and responsibilities by completing all learning activities.
• Maintain knowledge and share knowledge with colleagues.
• Motivate, inspire, and support colleagues.

General

Work cost-effectively, efficiently and in an environmentally aware manner, including minimising printing and going paperless.

Contribute to a culture conducive to the achievement of transformation goals.

THE CITADEL WAY

Alignment to our clients’ interests and evoke high levels of trust in both our clients and their families.  Take ownership of and accountability for all aspects of your fiduciary practice.

Closing date: 30-09-2026

CAM Investment Platform| Investor Services

Claremont

Workplace model

On-site, Claremont, Cape Town – we believe in-person connections fuel collaboration, connection and collective problem solving.

Reporting relationships

Manager: CAM Investment Platform Operations and Projects.

Purpose of job

The purpose of this role is to provide comprehensive support to external Financial Service Providers (FSPs) by ensuring regulatory compliance, verifying the completeness of instructions, and facilitating efficient service delivery. This position aims to enhance the operational effectiveness and regulatory adherence of our external partners, thereby contributing to the overall success and integrity of our services

Key relations

External FSPs

Qualifications and experience

Matric

Relevant certificate/diploma/degree and/or a minimum of 2-3 years’ experience in a similar role.

Skills and competencies

Competencies

• Attention to Detail: Ability to spot discrepancies and ensure accuracy in documentation and process compliance.
• Methodical Approach: Organized and systematic in following procedures, ensuring that nothing is overlooked.
• Analytical Thinking: Ability to assess complex processes, identify potential issues, and ensure compliance.
• Communication Skills: Clear and precise communication, especially when interacting with stakeholders about compliance requirements.
• Critical Thinking: Assess processes critically to identify areas of improvement or risk
• Adaptability: Flexibility in adjusting to new regulations or business rule changes.

Knowledge

• Understanding AML regulations in South Africa and the Citadel Group RMCP
• Understanding of FATCA and CRS
• Knowledge of financial services/LISP products
• Understanding of the Citadel systems and processes and advantage.

Attributes

• Meticulous: Thoroughness in carrying out tasks, ensuring adherence to guidelines and high standards.
• Consistent: Ability to apply rules and standards uniformly, maintaining fairness and reliability.
• Time Management: Ability to manage time effectively to ensure deadlines are met while maintaining high accuracy.
• Task/process driven

System competency requirements

Knowledge of Citadel Group systems – Citazen, Tyrus an advantage.

Key responsibilities of the role

Advisor Servicing

• Ensure response to advisor queries within SLA
• Investigating and problem solving any queries/issues (end to end ownership to drive issues resolution, escalations where necessary, keeping advisors updated)
• Ensure all clients are FICA compliant and risk ratings are up to date

Administrator: Pre-execution checks

• Ensuring CDD, client risk assessment, and SOF information are in place before sending the instruction to the internal platforms for processing.
• Performing other critical pre-execution checks (as defined and documented in the checklists) – including;

• • Ensuring that the instruction is properly authorised ie that the client or advisor has signed/authorised the instruction in line with the business rules/
  • Ensuring that the correct mandate is in place ie the advisor is properly authorised.
  • that the payment/withdrawal is going from/to the client or if from/to a third party that the CDD, risk assessments are in place and that the reason for this is understood.
  • That for instructions for life products that beneficiaries have been set up, linked and screened and that any risks introduced by the beneficiary have been considered.
• FATCA and CRS checks – ensuring that the self-declarations have been provided, reviewing these in line with the information we have on record for the client and ensuring that the status is correctly recorded on Citazen.
• For certain trigger events e.g. a client emigration (change in address where the client has moved to another country), ensuring that the risk rating impact and FATCA/CRS impact has been properly handled
• Ensure functions are performed within the agreed SLA’s and turnaround times.
• Identify suspicious patterns of transactions and escalate for review.
• Collaborate with internal clients and address queries and escalations
• Document processes and procedures, look for and suggest opportunities to optimise processes /improve efficiencies
• Participate in any remediation projects, to resolve any issues identified by compliance/inspections/external reviews.

Closing date: 11-09-2026

Junior Database Administrator

Pretoria

Job Profile

Junior Database Administrator

Position Purpose

The Junior Database Administrator supports the installation, configuration, monitoring, maintenance and security of the organisation’s database environments to ensure data integrity, availability and performance. Working under the guidance of senior technical staff, the Junior DBA executes routine database operations, responds to service requests and incidents within agreed service levels, and progressively builds the technical expertise required to independently administer production database systems. The role operates across development, test and production environments and contributes to backup and recovery assurance, access administration, performance monitoring and the automation of repetitive operational tasks.

Problems and Challenges

The Junior DBA must exercise a high degree of accuracy when operating on live production data, where a single misapplied change can result in data loss, corruption or extended system unavailability. The role requires balancing competing demands from development teams requiring rapid environment refreshes against the stability and change control requirements of production systems.

A key challenge is diagnosing performance degradation and availability incidents under time pressure, often with incomplete information, and knowing when to resolve independently versus when to escalate to senior specialists. The incumbent must also work within maintenance windows that frequently fall outside standard business hours, while remaining composed during major incidents.

The role further demands continuous learning across a broadening technology landscape spanning on-premises relational platforms, cloud hosted database services and scripting and automation tooling, while maintaining strict adherence to data protection legislation and internal governance standards despite privileged access to sensitive information.

Principal Accountabilities

• Perform routine health checks on database instances, including space utilisation, transaction log growth, scheduled job status and error log review, escalating anomalies in line with defined thresholds.
• Execute scheduled maintenance activities such as index rebuilds and reorganisation, statistics updates and consistency checks, and assist with patching, service pack deployment and version upgrades.
• Monitor daily backup jobs across all supported instances, remediate or escalate failures, and perform periodic restore testing to validate backup integrity and recoverability against defined recovery objectives.
• Assist in maintaining, documenting and testing disaster recovery and high availability configurations, ensuring recovery procedures remain current and executable.
• Monitor database performance metrics and alerting dashboards, identify long running, blocking or resource intensive queries, and contribute to query and index optimisation under senior guidance.
• Administer user accounts, roles and permissions in accordance with least privilege principles, processing access requests through the approved access and change management workflow.
• Support audit and compliance activity through the review of database audit logs, the collection of audit evidence, and adherence to data protection legislation and internal data governance standards.
• Respond to database related service desk tickets within agreed service levels, providing first and second line support to developers, analysts and business users.
• Prepare, submit and implement change requests in non-production and production environments in accordance with change management procedures, ensuring adequate testing and rollback provision.
• Support development and testing teams through database refreshes, data masking and environment provisioning, using repeatable and documented processes.
• Develop and maintain automation scripts for repetitive operational tasks using platform appropriate scripting languages, reducing manual effort and operational risk.
• Create and maintain database documentation, runbooks, configuration registers and knowledge base articles, ensuring they remain accurate and accessible.
• Participate in the after-hours activities, scheduled maintenance and releases and

Qualifications

Essential

• National Diploma
• NSC or NQF with a recognised IT qualification and demonstrable practical experience

Advantageous

• Microsoft Certified: Azure Database Administrator Associate (DP-300)
• Oracle Certified Associate (OCA) — Database Administration
• AWS Certified Database – Specialty
• ITIL Foundation

Experience

Essential

• 1–2 years’ experience in an IT support, data or database-related role (internships, learnerships and academic project work will be considered)
• Practical exposure to at least one relational database platform (SQL Server, Oracle, PostgreSQL, MySQL)

Advantageous

• Exposure to cloud database services (Azure SQL, AWS RDS, Google Cloud SQL)
• Exposure to NoSQL platforms (MongoDB, Redis) or data warehousing environment

Contacts

This position requires regular contact with technical and application support personnel from database software vendors, cloud service providers and managed service partners, as well as with external auditors in respect of database control evidence.

Within the enterprise, contact will be maintained with senior database administrators and the data engineering team for technical guidance and escalation; with application development and testing teams for environment provisioning, code review and troubleshooting; with infrastructure, network and IT service desk personnel for incident coordination; and with information security, risk and compliance functions regarding access administration and data protection matters. Occasional contact will be required with business unit data consumers outside of IT for the clarification of data requests and the development of specifications.

Closing date: 11-09-2026

FINOPS administrator operations

Claremont

Job summary

A permanent position is available in the Finance Operations Team. The team is responsible for the financial controls of a LISP, Life Company and retirement funds.

Reporting

FinOps Team Leader

Key responsibilities & deliverables

• Prepare daily investment instructions and submit to various trading platforms.
• Prepare daily unit reconciliations of investments.
• Prepare daily banking instructions and ensure payments are accurate.
• Prepare daily banking reconciliations and investigating any reconciling items.
• Deal with and resolve daily operational queries which may occur.
• Prepare cashbooks on Excel and ensure accurate GL allocation.
• Capturing and confirming of fund prices and exchange rates
• Prepare monthly manco recons by collecting data, analysing and investigating variances, summarising data and information.
• Resolving reconciling items on manco recons.
• Dealing with and building good relationships with external suppliers.
• Contribute to the audit process and resolve any audit queries within deadlines.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.

Qualifications & skills required

• B.Com or similar qualification from a leading tertiary institution.
• Relevant experience in the financial services.
• Ability to learn quickly.
• Ability to work independently, as well as be a team player.
• Sound communication and negotiation skills and must be honest and ethical in everything
  they do.
• Ability to multi-task and to deal with complexities, use initiative to solve problems.
• A strong logical thinking and analytical ability with excellent numerical skills and the ability to be accurate and pay attention to detail.
• Routine driven.

Computer competency requirements

Proficiency in the latest Microsoft packages (Advanced Excel)

Remuneration

Market related cost-to-company.

Commencement date

As soon as possible.

Closing date: 24-08-2026

Junior PAS administrator

Reporting relation

PAS Administration Manager.

Purpose of job

Provide an experience where the client really feels cared for as part of our promise to show a deep desire to care for the families we serve. Responsible for the accurate and timeous indexing, allocation and processing functions including client service activities relating to the range of discretionary products.

Key relations 

All internal and external.

Qualification and experience

Minimum grade 12

Relevant post matric qualification will be an advantage (Maths and Accounting are preferred).

Experience

Min 1 year experience in investment and planning environment and LISP Experience an advantage.

Computer competency requirements

Microsoft packages

KPA/ STRATEGIC BUSINESS DELIVERABLES

• Accurate indexing and allocation of instructions.
• Assist the team to complete and co-ordinate the work for the day, indexing and allocating instructions so that daily volumes are managed effectively.
• Effectively processing the number of instructions against the time allocated.
  • These included but not limited to – Investments; Disinvestments; Switches and general maintenance instructions.
• Clear notes and all communication on work objects ensuring that data/communication captured facilitates easy access to the progress of the instruction.
• Generate and distribute bulk communication to clients.
• Follow up with Advice and external suppliers within SLA when required.
• Daily tasks are completed timeously and accurately.
• Following the correct processes.
• Follow-up date for transactions and action correctly according to SLA.
• Assist with adhoc projects as and when required.

Closing date: 31-08-2026