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Assistant Manager - Client Administration

  • Moka
  • 51,000 - 75,000
  • Permanent
  • Added 28/10/2024 
  • Closing 27/11/2024
  • Candice Louw
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We are seeking a detail-oriented Assistant Manager - Client Administration to manage and oversee the administration of a portfolio of complex clients, ensuring alignment with our company’s procedures and high standards.

 

We are seeking a detail-oriented Assistant Manager - Client Administration to manage and oversee the administration of a portfolio of complex clients, ensuring alignment with our company’s procedures and high standards.

Key Responsibilities

  • Lead and ensure the efficient administration services for a diverse portfolio of trusts, foundations, and corporate clients.
  • Maintain comprehensive and accurate records of all client structures.
  • Review draft financial statements, addressing outstanding items promptly within set deadlines.
  • Ensure full compliance with legal and regulatory requirements, maintaining adherence to internal procedures and controls.
  • Attend client meetings, preparing necessary materials and drafting detailed minutes.
  • Manage the client onboarding, acceptance, and formation process.
  • Support team members by addressing technical client matters and escalate complex issues to the Manager or Head of Department when necessary.
  • Assist Management with client-related matters, ensuring all compliance and AML procedures are followed.
  • Uphold company core values and demonstrate expected professional behaviors.

Essential Qualifications and Skills
To be successful in this role, you will need:

  • 2 - 4 years of experience as a Senior Administrator or Team Leader.
  • Professional qualifications such as ICSA or ACCA (or an equivalent relevant qualification).
  • Strong communication skills with advanced technical abilities.
  • A proactive, adaptable approach with a high level of organization and self-motivation.

If you meet these qualifications and are ready to take on a challenging, rewarding role, we invite you to apply.

She Recruits Pty Ltd

She Recruits Pty Ltd

 

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