Senior Administrative Coordinator for Wealth Management

1 month ago


Cape Town, Western Cape, South Africa CA Financial Appointments Full time

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
Requirements
  • 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.



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