Executive Assistant - Wealth Management

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 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's
• 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 communications

Requirements:

• Must have 10years or more proven experience as an Executive Assistant in financial services sector,supporting senior executives in multiple roles
• Solid understanding of wealth management, financial regulations,business operations
• Excellent organizational and attention to detail abilities
• Excellent communication and interpersonal skills
• Strong proficiency in financial software and Microsoft Office Suite
• Able to work in a fast-paced environment and manage multiple priorities

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.