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:

Fund Operations Finance Associate (CPT)
Location: Cape Town
Salary:
27 days ago


Fund Operations Finance Associate (CA(SA))
Location: Cape Town
Salary:
60 days ago


L3 Engineer
Location: Cape Town
Salary: 25000
Our client is looking for an L3 Engineer to join their team in Cape Town
12 days ago


MEDICAL PRACTICE MANAGER | CAPE TOWN
Location: Cape Town
Salary:
14 days ago


F&B Duty Manager
Location: Cape Town
Salary: Monthly
Iconic Hotel, part of an international group based in Cape Town is looking for a F&B Duty Manager to ensure the smooth and efficient operation of the Front of House and Food & beverage departments and coordinate with various other departments in order to ensure personalised, prompt and flawless service to all guests.  The position will also act a as a ‘One Point Contact’ f...
27 days ago


Product Associate (Business Analyst) (CH1210)
Location: Stellenbosch
Salary:
31 days ago


Fund Operations
Location: Cape Town
Salary: Market related
An established financial services business is looking to appoint a Fund operations Finance associate
57 days ago


AWS DevOps Engineer
Location: Cape Town
Salary: Market related
As an AWS Cloud/DevOps Engineer you will be working with the engineering team and focusing on AWS in
14 days ago


Short-Term Broker - Personal Lines Insurance
Location: Capetown
Salary: Salary plus commission structure
private Broker
16 days ago


Private Broker
Location: Capetown
Salary: Market-related
private Broker
26 days ago


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

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions