Private Wealth Administration Manager

4 days ago


Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full time
About the Role

We are seeking an experienced and highly skilled Executive Assistant to join our Private Wealth team. As a key member of the team, you will provide administrative support to our Portfolio Managers, ensuring seamless execution of tasks and projects.

Main Responsibilities
  • Manage office administration, including switchboard operations, hostess duties, and refreshment orders for meetings and presentations.
  • Collaborate with the marketing department to support events and corporate initiatives.
  • Assist with client queries, process requests, and manage corporate actions, private placements, and client documentation.
  • Prepare information packs for meetings and monitor safe custody fees on the BDA system.
  • Follow up on debit lists and manage the diary for Portfolio Managers.
Requirements
  • Bachelor of Commerce Degree or equivalent qualification.
  • Registered person exam (advantageous but not mandatory).
  • Experience within the private wealth industry, with a strong understanding of the stock-broking environment.
  • Proficient in MS Office and Excel, with working knowledge of financial systems and BDA.


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