Cape Town: Wealth Manager Assistant posted by CA Financial Appointments

Job Summary

A client-centric investment management team sees a Wealth Manager Assistant to join their team. Lovely, stable and experienced team based in the Southern Suburbs of Cape Town. You`ll be providing support, such as client liaison, ensuring internal teams are actioning investment payments or investments are managed on time, secretarial support and dealing with investment administration instructions, compliance requirements etc. with the focus largely on more complex investment advisory, private portfolios, offshore investments etc.

Responsibilities:

Put together necessary documents for administration of local and offshore investment instructions, include redemptions and switches, and share dealing. Ensure necessary authority received, prepare, and capture the same on internal systems (Fundamental, and Climan/ CRM system) Daily/ monthly EFT payments to and on behalf of clients, include all verifications prepare and capture of same on internal systems (CRM) Evaluate debit balances and assist Trust Officer to make corrections Prepare client packs, and onboarding of new clients, responsible for all clients take on documents, and load on internal systems Quarterly invoices for ad hoc fees Prepare trust admin requirements, and related payments Act as client liaison respond and resolve queries timeously Manage electronic and hard copy filing of investment admin, and advisory record keeping, ensure that all investment and payment instructions are compliant Liaise with internal investment admin and support departments Put together monthly and quarterly client reports and tax documents per client Co-ordinate and plan client events, logistics, invitations, venue, and client co-ordination

Requirements:

Minimum of Matric or some tertiary qualification would be ideal such as Accounting or Bookkeeping Diploma Minimum of 3 – 5 years` experience in a similar role, previous experience with unit trust, local and offshore investments, life assurance or similar sought MS Office suite incl. intermediate MS Excel skills Able to work independently, be pro-active and a good problem solver High attention to detail and excellent organisational skills Excellent communication and interpersonal skills Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this role. Please do though continue to follow us online and apply for suitable opportunities.
Wealth Manager Assistant position available in Western Cape, Cape Town. This job position was posted by CA Financial Appointments. The job has been posted as a premium ad on 2024-12-28 at 13:42:23 in the Professions category

Click Go Apply to apply online!

You might also like to look at the available jobs in the same area.

Here are some more related positions

Email Alerts

Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here

Subscribe to Email Alerts

×

Subscribe to Email Alerts.

To receive email alerts with the latest jobs. Please enter your email address to subscribe.

Email:

Subscribe to Email Alerts

Powered by