Assistant Manager

4 weeks ago


Cape Town, South Africa Apex Group Full time

Assistant Manager

Location: Cape Town, South Africa
Date Posted: May 23, 2023

**Description**

**Role summary**:
We are seeking an Assistant Manager, reporting to a Manager within the Alternative Assets of Apex, to have responsibility for the preparations of accurate portfolio valuations on a timely basis.

***

**Key responsibilities**:

- General_
- Maintaining oversight of a portfolio of clients, ensuring efficient administration of client matters;
- Assist with the management of projects and client take-on, under guidance of line manager;
- Provide guidance and support to junior members of staff on a daily basis;
- Ensure diary task lists are monitored and cleared on a timely basis;
- Identifying and driving process improvements and efficiencies to improve client recoverability;
- Ensuring team follows required processes and procedures in line with wider Apex and department policy;
- Identify team training needs and arrange training sessions as appropriate;
- Be fully aware of client fee arrangements and identify opportunities to invoice outside of fee agreement;
- Generally act in the best interests of the division by supporting team members;
- Maintaining strong relationships with existing clients by becoming a key escalation contact for service matters;
- Maintaining oversight of day-to-day operations of client companies and ensuring junior members respond to clients' queries in a timely manner;
- Act as final reviewer of all work produced by administrators/senior administrators in respect of a portfolio of clients;
- Coordinating client transactions, circulate and track documentation and executions and ensure necessary filings are completed in a timely manner.
- Corporate Secretarial_
- Maintaining strong relationships with existing clients by becoming a key escalation contact for service matters;
- Maintaining oversight of day-to-day operations of client companies and ensuring junior members respond to clients' queries in a timely manner;
- Act as final reviewer of all work produced by administrators/senior administrators in respect of a portfolio of clients;
- Coordinating client transactions, circulate and track documentation and executions and ensure necessary filings are completed in a timely manner.

**Skills / experience**:
- Strong Administrative skills;-
- High level of integrity and trust with confidential information;-
- A proven record of commitment to professional and client services excellence;-
- Hold or studying towards a professional qualification such as ICSA, CSSA or equivalent;-
- A minimum of 4 years trust or funds experience in a professional environment;-
- Knowledge of offshore regulatory requirements;-
- Proficient user of Microsoft Office suite;-
- Support the company in delivering excellent service;-
- Impeccable written and oral communication skills;-
- Excellent organisational and prioritising skills;-
- Motivated and driven;-
- Excellent attention to detail and high levels of accuracy.



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