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 needs.
- Manage and prepare for client meetings, quarterly, bi-annual, and annual reviews.
- Manage communication with high-net-worth clients and internal stakeholders.
- Manage administration, ensure smooth day-to-day operations.
- Assist with the balance of wealth management clients and company leadership responsibilities.
- Prepare quarterly investment reports.
- Manage transfers, changes, and withdrawals for client accounts.
- Prepare local and offshore investment proposals with guidance from the Wealth Manager/CEO.
- Maintain client service processes.
- Verify all FICA documents are up-to-date and compliant.
- Liaise with the COO on business operations/administration.
- Support the CEO in strategic business initiatives and corporate communication.
#J-18808-Ljbffr