Senior Administrative Coordinator for Wealth Management
1 month ago
CA Financial Appointments is seeking a highly experienced Senior Administrative Coordinator to support the Wealth Manager/CEO in the Wealth Space. This exciting opportunity requires a strong understanding of wealth management, financial regulations, and business operations.
Responsibilities- Executive Support: Efficiently and effectively manage the diary and needs of the Wealth Manager/CEO
- Client Meetings: Manage and prepare for quarterly, bi-annual, and annual reviews with high-net-worth clients and internal stakeholders
- Communication: Manage communication with clients and internal stakeholders
- Administration: Ensure smooth day-to-day operations and manage administration tasks
- Wealth Management: Assist with balance of wealth management clients and company leadership responsibilities
- Reporting: Prepare quarterly investment reports
- Clients Accounts: Manage transfers, changes, and withdrawals for client accounts
- Investment Proposals: Prepare local and offshore investment proposals with guidance from the Wealth Manager/CEO's
- Maintenance: Maintain client service processes
- FICA Documents: Verify all FICA documents are up-to-date and compliant
- Experience: 10 years or more proven experience as an Executive Assistant in the financial services sector, supporting senior executives in multiple roles
- Knowledge: Solid understanding of wealth management, financial regulations, and business operations
- Skillset: Excellent organizational and attention to detail abilities, excellent communication and interpersonal skills, strong proficiency in financial software and Microsoft Office Suite
- Behavioral Traits: Able to work in a fast-paced environment and manage multiple priorities
The estimated salary range for this role is £50,000 - £70,000 per annum, depending on experience. If you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. However, we encourage you to continue following our online presence for suitable opportunities.
-
Wealth Management Coordinator
6 days ago
Cape Town, Western Cape, South Africa Set Consulting Full timeJob OverviewWe are seeking a detail-oriented and organized Administrative Support Specialist to join our team at Set Consulting in Cape Town. As a Wealth Management Associate, you will provide administrative support to our Wealth Manager and their clients.The successful candidate will have a strong background in finance and administration, with experience...
-
Senior Wealth Strategist
1 month ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeJob Summary: We are seeking a Senior Wealth Strategist to provide expert financial planning, advice, and services to clients. This is a fantastic opportunity to develop customized strategies and guide clients towards achieving their financial goals.About the Role: As a Senior Wealth Strategist, you will be responsible for analyzing financial...
-
Property Management Coordinator
2 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeJob Title: Property Portfolio AdministratorLocation: Cape TownJob Type: Full-timeiGrow Wealth Investments, a leading property investment company in South Africa, is seeking a skilled Property Portfolio Administrator to join our team. As a key member of our team, you will be responsible for managing a large property portfolio, including coordinating monthly...
-
Portfolio Administrator
2 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeJob SummaryiGrow Wealth Investments, a leading property investment company in South Africa, is seeking a skilled Property Portfolio Administrator to manage a portfolio of 350-450 properties. The ideal candidate will have a strong administrative background and experience with rentals environments.Key Responsibilities:• Manage a large property portfolio•...
-
Wealth Strategist
6 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeWealth creation and protection are key to achieving financial freedom. As a Financial Advisor at iGrow Wealth Investments, you will play a crucial role in helping investors create, protect and grow their wealth.The ideal candidate will have a relevant diploma/degree and a minimum of 2 years of experience in property sales or a financial advisory role. They...
-
Cape Town, Western Cape, South Africa Sanlam Full timeSanlam Private Wealth is a leading financial services provider, part of the Sanlam Group.The Group offers diverse financial services and has been creating value for stakeholders since 1918.With a presence in over 40 countries and employing approximately 154,675 people globally, Sanlam is a major player in the industry.The Group's business philosophy...
-
Maintenance Administrator Assistant
1 month ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeSouth African's leading Property Investment Group, IGrow Wealth Investments, is seeking an experienced Maintenance Administrator to fill a critical role within their expanding team.Estimated salary: R150,000 - R180,000 per annumJob Overview:The successful candidate will be responsible for attending to all day-to-day maintenance tickets on the rental...
-
Facilities Administrator
6 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments: A Leader in Property InvestmentWe are looking for a highly organized Facilities Administrator to manage our property portfolio. The successful candidate will have at least 1 year of experience in property administration and be proficient in RedRabbit.Key responsibilities include:Managing day-to-day maintenance tickets on the rental...
-
Wealth Management Coordinator
5 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeWe are seeking a highly motivated and organized individual to fill the role of Wealth Management Coordinator at CA Financial Appointments.The successful candidate will be responsible for coordinating the day-to-day activities of the investment team, including managing client accounts, preparing reports, and coordinating events.This is a fantastic opportunity...
-
Maintenance Coordinator
6 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeiGrow Wealth InvestmentsSouth African's #1 Property Investment Group is seeking a skilled Maintenance Coordinator to join their dynamic team.The ideal candidate will have at least 1 year of property administration experience and proficiency in RedRabbit. Key responsibilities include:Attending to day-to-day maintenance tickets on the rental...
-
Strategic Portfolio Coordinator
4 weeks ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeIGrow Wealth Investments, a leading property investment company in South Africa, is seeking an experienced Strategic Portfolio Coordinator to join their team in Cape Town. This role is ideal for someone with a strong administrative background and excellent communication skills.About the RoleThis is a full-time position that requires the ability to manage a...
-
Property Development Coordinator
6 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeAbout iGrow Wealth InvestmentsiGrow Wealth Investments is a dynamic property investment group in South Africa, committed to helping individuals achieve their wealth goals through strategic investments. As a key member of our team, you will play a vital role in driving business growth and delivering exceptional results.Job Summary:The Property Development...
-
Wealth Management Coordinator
2 days ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeAbout the RoleRory Mackie & Associates is seeking a highly motivated Wealth Management Coordinator to join our team. In this role, you will support our financial planners with various tasks, including preparing client reviews, analyzing financial data, and providing exceptional customer service.The successful candidate will have a postgraduate diploma in...
-
Wealth Investment Specialist
6 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments is a leading property investment group in South Africa, seeking an experienced Wealth Investment Specialist to join their team. The successful candidate will be responsible for providing management and strategist with weekly reports on sales performance, client consultations, and business growth.Key Responsibilities:Prepare weekly...
-
Real Estate Portfolio Manager
2 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeJob DescriptioniGrow Wealth Investments is searching for a reliable Property Portfolio Administrator to oversee the management of 350-450 properties in Cape Town. The successful candidate will have a proven track record in property administration, including experience with rentals environments and proficiency in PayProp System.Responsibilities:• Manage a...
-
Wealth Management Professional
1 month ago
Cape Town, Western Cape, South Africa Set Consulting Full timeJob OpportunityAt Set Consulting, we are seeking an experienced Wealth Management Associate to join our team. As a key member of our financial services team, you will provide administrative support to our Wealth Manager and serve as a strategic partner. Your primary responsibilities will include managing deadlines, paperwork, and operational details to...
-
Administrative Assistant
6 days ago
Cape Town, Western Cape, South Africa Set Consulting Full timeWe are seeking a skilled Financial Planning Support Specialist to join our team in Cape Town. As a key member of our Wealth Management department, you will provide critical support to our Wealth Managers, ensuring timely completion of tasks and maintenance of high-quality client relationships.Key Performance AreasAdministrative support to Wealth Managers,...
-
Administrative Assistant
2 days ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeiGrow Wealth Investments, a reputable South African property investment company, is currently looking for a skilled Maintenance Administrator to join their growing team. The successful candidate will have a proven track record in managing day-to-day maintenance operations and a strong understanding of property administration principles.Job Description:This...
-
Insurance Policy Coordinator
1 month ago
Cape Town, Western Cape, South Africa iGrow Wealth Investments Full timeAbout iGrow Wealth InvestmentsWe are a leading property investment company in South Africa, and we're looking for an experienced Insurance Administrator to join our team in Cape Town.
-
Senior Financial Analyst
4 weeks ago
Cape Town, Western Cape, South Africa IGrow Wealth Investments Full timeCompany OverviewIGrow Wealth Investments is a leading property investment company in South Africa, renowned for its innovative approach and commitment to excellence.SalaryThe estimated salary for this role is R250,000 - R300,000 per annum, depending on experience.Job DescriptionWe are seeking a highly motivated and detail-oriented Senior Financial Analyst to...