to join a very well regarded boutique wealth management firm. This position would suit someone with a in maintaining and developing a leading wealth management division through providing professional administrative the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage
to join a very well regarded boutique wealth management firm. This position would suit someone with a in maintaining and developing a leading wealth management division through providing professional administrative the allocated wealth manager. Key functions: Administrative support to Wealth Manager Prepare and collate client onboarding documentation. Oversee the management and updating of client CRM profile. Liaise with and manage admin related queries or issues with clients directly on behalf of the Wealth Manager Manage
trial balance, including invoicing when required. Management of junior accounting and admin staff. Preparing submissions, and payments to SARS. Preparing monthly management accounts. Cash flow projections. All applicable
we seek to place: BCom Accounting/Investment Management/Financial Sciences or related degrees. Corporate
we seek to place: BCom Accounting/Investment Management/Financial Sciences or related degrees. Corporate