Client Services & Office Administrator

Requirements

• Grade 12 • Tertiary qualification will be beneficial but not essential • 2+ years of relevant experience , particularly from financial services, wealth management, private banking, fiduciary, legal, accounting, professional services or a similar environment Financial-services experience would be advantageous but is not essential if you have an excellent administrative track record and the right level of maturity, judgement and attention to detail. • Integrity, discretion and reliability are absolutely critical Fluent in English • Based in the Atlantic Seaboard and surrounds • Highly reliable, punctual and conscientious • Extremely organised and detail-oriented • Comfortable following processes and working within strict controls • Proactive and able to take ownership without constant supervision • Professionally presented and confident dealing with high-net-worth clients and professional service providers • Comfortable with both detailed administration and general office responsibilities • Warm, personable and able to contribute positively to a small team environment • Looking for stability and a role where they can take genuine ownership of the administrative function Responsibilities:

• Client administration and processing • Preparing and managing client documentation • Liaising with clients, banks, investment platforms and service providers • Following up on outstanding requirements and ensuring matters are completed • General office and administrative support • Completing forms • Managing incoming calls and welcoming clients • Assisting with investment and transaction administration • Maintaining accurate records and ensuring a high level of confidentiality Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.

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