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 needsManage and prepare for client meetings, quarterly, bi-annual, and annual reviewsManage communication with high-net-worth clients and internal stakeholdersManage administration, ensure smooth day-to-day operationsAssist with balance of wealth management clients and company leadership responsibilitiesPrepare quarterly investment reportsManage transfers, changes,
and withdrawals for client accountsPrepare local and offshore investment proposals with guidance from the Wealth Manager/CEO'sMaintain client service processesVerify all FICA documents are up-to-date and compliantLiaise with the COO on business operations/administrationSupport the CEO in strategic business initiatives and corporate communicationsRequirements: Must have 10years or more proven experience as an Executive Assistant in financial services sector,supporting senior executives in multiple rolesSolid understanding of wealth management, financial regulations,business operationsExcellent organizational and attention to detail abilitiesExcellent communication and interpersonal skillsStrong proficiency in financial software and Microsoft Office SuiteAble to work in a fast-paced environment and manage multiple prioritiesPlease 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