Wealth Administrator

2 weeks ago

Cape Town, South Africa CA Financial Appointments Full time

Are you a good all rounder in Admin and Office Management in the Wealth / Financial Services space. My client in the CBD is looking for an Administrator to support their successful team. In office every day. Very family like offices where you will feel like you are at home If this appeals to you, please applyWhy join this team? Work closely with senior management and international high net-worth clientsBe part of a dynamic, professional environmentOpportunity to support high-net-worth client relationshipsWhat you will be doing: Provide administrative and client support across domestic and international relationshipsManage calendars, emails, meetings, and internal coordination for DirectorsPrepare and format documents, agreements, and client correspondenceCreate valuations, investment summaries, proposals, and reportsCoordinate local and international courier logisticsAssist with client onboarding, KYC, and documentationSupport compliance, record-keeping, and quality controlAct as point of contact for routine client queries (with oversight)What we are looking for: Exceptional written and verbal English skillsStrong proficiency in Microsoft Office (Excel, Word, PowerPoint)Highly organised, detail-oriented, and reliableExcellent communication and interpersonal skillsProactive problem solver with a solutions-oriented mindsetAbility to manage changing priorities and work under pressureDiscretion and integrity in handling sensitive client informationPrior experience in administrative or support roles (preferably in financial services or wealth management)Benefits and unique aspects: Exposure to international wealth managementClose collaboration with senior leadershipOpportunity to grow within a high-performing teamIf you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.

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