Job Description

The Role
The successful candidate will report to the Head of Client Service and shall be responsible for leading the front-of-house, office management, travel management, and PA to directors activities. The successful candidate will be a key member of our client-facing team and will also perform regular and ad hoc administrative and support functions in the areas of client service, general business administration, compliance, online services, and adviser programmes. The role will be a key contributor to the teams professional and efficient approach to delivering our specialist investment services to clients and will require the successful candidate to be comfortable to
undertake planning and administrative functions independently, accurately, timeously and with regular
communications.

Work Experience
The ideal candidate for this role will have 10+ years work experience, with a major portion of their experience
gained through working within a professional services firm (e.g., financial services, legal, auditing), and ideally
with some experience of working within the financial services industry. Examples of relevant experience would
include the following:
- Front-of-house (incl. reception and switchboard) in a professional-services firm
- Personal assistance to senior business executives
- Office management in a professional services firm
- General office administration in a professional services firm
- Traffic management in a complex commercial environment
- Liaison and planning between different areas of a commercial organisation
- General communications between a professional services firm and business-to-business clients
- Planning and administration related to business-to-business client servicing
- Co-ordination and booking of travel arrangements for business executives
- Administration related to regulatory compliance in a professional services firm
- Compilation and publishing of reports, documents, articles, etc.
- Management of online client record-keeping and reporting

Qualifications and Skills
Qualifications and skills serve to demonstrate the potential candidates expertise to perform this role. The type
of qualifications and skills we are looking for include the following:

Diplomas & Degrees (or similar): University / Technikon qualifications preferable (not required).

Additional Studies: Additional studies in areas of specialisation preferable (not required).

Computer Skills: Essential to be computer savvy, and comfortable to learn and work with new software systems;
Proficient use of all MS Office applications (incl. MS Excel, Word, PowerPoint) is essential to succeed in this role;
Proficient use of Adobe PDF (incl. creating, editing, and publishing Adobe PDFs) is preferable

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