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:

1. Assist the Wealth Manager/CEO, efficiently and effectively manage their diary as well as their needs.
2. Manage and prepare for client meetings, quarterly, bi-annual, and annual reviews.
3. Manage communication with high-net-worth clients and internal stakeholders.
4. Manage administration, ensure smooth day-to-day operations.
5. Assist with the balance of wealth management clients and company leadership responsibilities.
6. Prepare quarterly investment reports.
7. Manage transfers, changes, and withdrawals for client accounts.
8. Prepare local and offshore investment proposals with guidance from the Wealth Manager/CEO.
9. Maintain client service processes.
10. Verify all FICA documents are up-to-date and compliant.
11. Liaise with the COO on business operations/administration.
12. Support the CEO in strategic business initiatives and corporate communication.