Operations Associate (Private Wealth)

Recruiter:

Candidate Connect

Job Ref:

3860030716

Date posted:

Tuesday, September 28, 2021

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

Seeking a highly motivated individual to join a team of operational support staff and client administrators at a boutique, high net worth, private wealth company.

This role requires a a high level of attention to detail and people skills to maintain and cultivate strong client relationships and deliver the highest level of service.

This role is based in Cape Town.

Key job functions, duties and responsibilities:

Administrative Support in relation to client meetings (preparing documents; note taking; scheduling)
Operational Support: liaising with vendors / asset managers / clients / operations team to ensure tasks are completed.
Compliance: managing & maintaining integrity of all client documentation & files.
Client Liaison: interacting with clients and handling administration of client portfolio changes.

Required skills and personal attributes:

Business degree: B.Com/B.Bus.Sci.
Progress towards CFA/CFP beneficial.
3-4 years experience in Financial Services, in particular with FAIS
Commitment to client service
Highly analytical
Attention to detail
Excellent organisational & communication skills

You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at info@candidateconnect.co.za. Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent.

Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Operations & Finance Associate
Location: Cape Town
Salary:
operations & Finance associate-Cape Town (CBD)
3 days ago

Fund Operations Finance Associate
Location: Cape Town
Salary:
36 days ago

NETWORK ENGINEER (CAPE TOWN)
Location: Capetown
Salary: NG
NETWORK ENGINEER (CAPE TOWN)
24 days ago

Restaurant Floor Supervisor
Location: Somerset West
Salary: Monthly
5* Country Retreat close to Somerset West is seeking a dedicated Restaurant Floor Supervisor to support the seamless management of daily operations, ensuring The Restaurant Floor Supervisor will assist the Food & Beverage Management team in overseeing outlet operations and administration, maintaining the highest standards in food and beverage quality, service and presentation. The ro...
24 days ago

Senior 3rd Line Network Support Analyst (IT All Rounder)
Location: Capetown
Salary: R40 000 - R50 000 per month
The 3rd Line Service Desk Analyst is the senior escalation point within the IT team, responsible for resolving the most complex technical issues across our systems and infrastructure. You will lead advanced troubleshooting, manage critical incidents end-to-end, and contribute to improving the resilience and security of our technology environment.
16 days ago

AWS Migration Project Manager (Fully Remote - Must Reside in SA)
Location: Capetown
Salary: R60 000 - R80 000 per month
The AWS MAP Project Manager is responsible for the end-to-end coordination, execution, and delivery of projects under the AWS Migration Acceleration Program (MAP), focusing exclusively on MAP-funded activities such as assessments, readiness planning, foundation implementation.
13 days ago

Sales Associate Manager
Location: Capetown
Salary: Market-Related
As Sales associate Manager, you will lead sales strategy and execution, manage a high-performing sales team, and drive revenue growth.
28 days ago

Restaurant Floor Supervisor
Location: Helderberg
Salary:
Our client is seeking a dedicated and experienced Restaurant Floor Supervisor to support the daily operations of our food and beverage outlets, ensuring an exceptional guest experience. You will play key part in maintaining high standards of service and operational efficiency.
43 days ago

Customer Service Associate
Location: Capetown
Salary: R19000 - R26000
Our client is seeking a dedicated, detail-oriented, and customer-focused individual to join their dynamic operations and Customer Service Team.
56 days ago

ESG Associate
Location: Cape Town
Salary:
7 days ago

Operations Associate (Private Wealth)

Similar jobs you might be interested in:

Create a free job alert for Operations Associate (Private Wealth) in Cape Town