Administrative Assistant

6 days ago


Stellenbosch, South Africa Helderberg Personnel Full time

My client is a financial services provider based in Stellenbosch and they have a vacancy for a strong Administrative Assistant to assist the financial advisors and their clients

**Responsibilities**:

- Assisting the Financial Advisors with the processing of all financial administration for new and existing clients
- Communicating with clients and financial institutes telephonically and electronically
- Updating existing and new client info
- Record keeping of workflows and tasks
- New and existing business - managing the return and capturing of forms / submitting to the financial institutes for investments, risk, processing instructions general instructions, redemptions, Section 14, 37 & 42 transfers etc.

**Requirements**:

- At least 1-2 years relevant work experience in Financial Services industry
- Computer literacy (MS Office)
- Experience of business management system eg. Workpool / FSP Hub will be advantageous
- Prioritization
- Problem-solving skills
- Time management / Deadline driven
- Needs to be a team player and be able to work in a group environment

Hours: Monday to Thursday - 07:30 to 16:00; Friday - 07:30 to 15:00

Leave: 20 working days



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