17 Oct
CA Financial Appointments
Cape Town
My client in the Wealth Industry is seeking a suitably experienced Executive Assistant within the Wealth Space. You must have a strong understanding of Wealth Management, Financial Regulations and Business Operations to be considered for this exciting opportunity.
Responsibilities:
- Assist the Wealth Manager/CEO, efficiently and effectively manage their diary as well as their needs
- Manage and prepare for client meetings, quarterly, bi-annual, and annual reviews
- Manage communication with high-net-worth clients and internal stakeholders
- Manage administration, ensure smooth day-to-day operations
- Assist with balance of wealth management clients and company leadership responsibilities
- Prepare quarterly investment reports
- Manage transfers, changes, and withdrawals for client accounts
- Prepare local and offshore investment proposals with guidance from the Wealth Manager/CEO's
- Maintain client service processes
- Verify all FICA documents are up-to-date and compliant
- Liaise with the COO on business operations/administration
- Support the CEO in strategic business initiatives and corporate communications
Requirements:
- Must have 10years or more proven experience as an Executive Assistant in financial services sector,supporting senior executives in multiple roles
- Solid understanding of wealth management, financial regulations,business operations
- Excellent organizational and attention to detail abilities
- Excellent communication and interpersonal skills
- Strong proficiency in financial software and Microsoft Office Suite
- Able to work in a fast-paced environment and manage multiple priorities
Please note that if you have not heard from us within 2 weeks of your application,
please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.
▶️ Executive Assistant - Wealth Management
🖊️ CA Financial Appointments
📍 Cape Town