Wealth Administrator
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Job Location:
Cape Town - South Africa
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Are you a good all rounder in Admin and Office Management in the Wealth / Financial Services space. My client in the CBD is looking for an Administrator to support their successful office every day. Very family like offices where you will feel like you are at home! If this appeals to you please apply!!!!
Why join this team
- Work closely with senior management and international high net-worth clients
- Be part of a dynamic professional environment
- Opportunity to support high-net-worth client relationships
What you will be doing:
- Provide administrative and client support across domestic and international relationships
- Manage calendars emails meetings and internal coordination for Directors
- Prepare and format documents agreements and client correspondence
- Create valuations investment summaries proposals and reports
- Coordinate local and international courier logistics
- Assist with client onboarding KYC and documentation
- Support compliance record-keeping and quality control
- Act as point of contact for routine client queries (with oversight)
What we are looking for:
- Exceptional written and verbal English skills
- Strong proficiency in Microsoft Office (Excel Word PowerPoint)
- Highly organised detail-oriented and reliable
- Excellent communication and interpersonal skills
- Proactive problem solver with a solutions-oriented mindset
- Ability to manage changing priorities and work under pressure
- Discretion and integrity in handling sensitive client information
- Prior experience in administrative or support roles (preferably in financial services or wealth management)
Benefits and unique aspects:
- Exposure to international wealth management
- Close collaboration with senior leadership
- Opportunity to grow within a high-performing team
If you havent heard back from us within two weeks of submitting your application unfortunately your application has not been successful this time. Wed still love to stay connected follow us online and keep an eye out for future opportunities that match your profile.
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
CA Financial Appointments is a leading financial recruitment agency based in Cape Town. We seek out the best financial talent for our valued clients.
