Investment Team Assistant/Coordinator

  • Full time
  • Cape Town
  • @The Talent Experts posted 2 months ago
  • Posted : 31 December 2023 -Accepting applications

Vacancy Details

  • Career Level Qualified / Experienced
  • Experience 3 Years
  • What we do Other professional services
  • Qualifications Practical experience only

Job Description

Our client is looking for a highly organized and proactive Investment Team Assistant/Coordinator to provide invaluable support to the Business Development and Investment teams.

With a commitment to excellence and a strong track record in asset management, our client offers an opportunity to be part of a leading organization in Cape Town, known for its dedication to delivering exceptional investment solutions.

As an integral member of the team, you will be responsible for managing diaries, coordinating travel logistics, and ensuring smooth operations. This role offers exposure to the investment industry and the chance to contribute to the success of a national distribution and investments team.

Duties & Responsibilities:

  • Manage and coordinate diaries for the Business Development and Investment teams.
  • Arrange and coordinate travel logistics, including flights, accommodation, and transportation.
  • Provide administrative support to the sales team, including handling inquiries and managing client communication.
  • Maintain the Client Relationship Management system, ensuring accurate client data and facilitating effective client communication.
  • Assist with the coordination of industry events and conferences.
  • Prepare and format presentations using PowerPoint.
  • Utilize Excel for data analysis and reporting.
  • Collaborate with internal stakeholders to ensure seamless operations.
  • Support the team with ad hoc administrative tasks and projects.
  • Uphold a high level of professionalism and confidentiality in handling sensitive information.

Qualifications & Experience:

  • Minimum of 3-5 years of working experience in an administrative/secretarial position, preferably within the Asset Management or Investments sector.
  • Strong proficiency in PowerPoint and Excel.
  • Demonstrated experience in managing multiple diaries and coordinating travel logistics.
  • Excellent organizational and time management skills.
  • Strong attention to detail and accuracy.
  • Effective communication and interpersonal skills.
  • Client service-oriented mindset.
  • Ability to work independently and as part of a team.

Package & Remuneration:

The successful candidate will receive a market-related salary and have the opportunity to join one of the leaders in the investment industry. Join a collaborative and dynamic team in professional offices located in Tokai, Cape Town, and be part of an organization that values excellence and offers growth opportunities within the investment sector.

The Talent Experts

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