Family Office - CRM Assistant

• Deliver administrative support for allocated clients, including preparing banking, investment, formation/termination forms, reports, payment instructions, and compliance documentation.
• Assist CRMs with client servicing and represent them when appropriate.
• Prepare data and presentation packs for client/board meetings; attend meetings and assist with taking notes for minute-writing.
• Capture new client information and support onboarding processes.
• Coordinate with clients and internal teams to handle queries and escalate issues as needed.
• Facilitate bank account opening/closure and ensure payment workflows are complete.
• Conduct ongoing risk screening and assist with compliance and due diligence checks.
• Prepare client correspondence and gather information from relevant sources.
• Support ongoing client monitoring, including reviews and fee queries.
• Ensure compliance with group principles, regulatory requirements, and standards.
  Assist with day-to-day operational tasks for large clients and support quarterly WIP reporting, invoicing and support CRM with debtors’ management.
• Assist CRM on business development initiatives.
• Ensure all transactions pertaining to the management of the clients’ affairs are executed timeously, efficiently and accounted for correctly.
• Perform other duties as required, including ad hoc projects. 
  

Skills & Qualifications
Strong administrative and organizational skills with exceptional attention to detail.

• Excellent communication and interpersonal abilities.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency in MS Office Suite; experience with CRM systems is an advantage. Knowledge of compliance and regulatory requirements preferred.