individual with a strong aptitude for administration and client service. This remote role involves coordinating
in a customer liaison / administrative role
experience in a customer liaison / administrative role Excellent client service skills with a “customer comes
experience in a customer liaison / administrative role Excellent client service skills with a “customer comes
responsibility for overseeing the
administrative, operations and client services support to the Financial Advisor
Administer and provide Company Secretarial services
Support, a client portfolio, in order to ensure the structures within the portfolio meet all statutory obligations and adhere to all relevant legislation Act as a first reviewer of legal contracts and other documentation and prepare them for s
Our client requires the services of a Financial Administrator to join their team. Key performance areas: Document and process accordingly Credit Card Transactions Assist financial department where needed Process and document vehicle fines Ensure deductions and forms are allocated accordingly Filing
Established in 2007, and with branches located in the US, UK, Luxembourg and Cape Town, our client is a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. In sho
management portfolio administration, portfolio on boarding and transitions, client services, or a related operational
responsibility for overseeing the administrative, operations and client services support to the Financial Planner