Client Services & Office Administrator
Temporary
Stonebridge HR Solutions
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
- 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
Vacancy posted 3 days ago
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