Financial Services- Admin Assistant
1 day ago
My client a leading wealth and advisory organization needs you
**Administration Assistance**
- Information gathering via Astute system for the Para-Planners/ Private Wealth Specialists
- Chase takeovers and send to providers and get confirmation that it is done
- Send the Provider Code Application forms for new PWM’s to providers for them to obtain codes & chase
- Prepare Power point presentations for new Private Wealth Managers and provide guidance on any other training needs.
- Sort, arrange and shred client documentation
- Ensuring that documentation on Prime is kept up to date; including fact sheets
**Pipeline Follow ups and Closing**
- Ensure that the New Business Register is kept up to date
- Ensure that cases are chased/updated every 3 days
- Chase CRM's to obtain outstanding requirements
- Liaise with Private Wealth Managers to obtain outstanding requirements (if needed)
- Ensure that cases move through the pipeline in a timeous manner (Structured Note cases to be prioritized when applicable)
- Escalated cases to New Business Manager if no movement or progression is made on a case
**AREA 3: Ad Hoc**
- Creating Reports if requested by New Business Manager
- Pulling valuations
- Special projects as they may arise
ESSENTIAL CRITERIA:
Matric
3 years min. within **financial services** in an admin role
Word, Excel intermediate, PowerPoint
Business Admin Certificate or related
Team Player
Ability to work in a fast paced environment
Client Centric
Stress tolerant
You need to be SA to qualify
Due to volumes, if you do not hear back in 4 days, you have not been shortlisted
You need to live within 25km of the offices in Century City
This is an in office role
**Job Type**: Permanent
**Salary**: R13,000.00 - R15,000.00 per month
COVID-19 considerations:
Masks spray
Ability to commute/relocate:
- Century City, Western Cape: Reliably commute or planning to relocate before starting work (required)
Application Question(s):
- Are you at an intermediate level with Excel?
**Education**:
- Certificate (preferred)
**Experience**:
- Financial Services admin: 3 years (required)
**Language**:
- Business English (required)
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