Wealth Admin Assistant

3 weeks ago

Nuweland, South Africa Arivu Recruitment and Consulting Full time

My client in the financial services is looking for an **administrative assistant **to work as part of the financial planning and wealth management team, assisting clients and financial planners with client administration and investment processing.

**REQUIRED KNOWLEDGE/SKILLS & EXPERIENCE**
- Grade 12 essential.
- A post matric qualification will be an advantage, but not essential.
- Own vehicle, transport and driver's license will be an advantage.
- Industry experience will be an advantage.
- Both English and Afrikaans speaking and writing skills required.
- Good written and verbal communication skills.
- Ability to work under pressure and meet deadlines.
- Methodical, detailed and organised work style.
- Professional corporate appearance.
- Able to multitask in a fast-paced environment
- Good time management skills.
- Must be familiar with Outlook, Word and Excel.

**DUTIES**

Main duties and responsibilities will include:

- Administrative duties - scheduling meetings, general office administration, correspondence with clients and service providers;
- Filing, capturing client data, updating spreadsheets and word documents;
- Follow-up all client transactions, implementation of new business etc;
- Being telephonically available for client queries, and act as initial point of contact for client queries.

**Job Types**: Full-time, Permanent

**Salary**: R15 000,00 - R18 000,00 per month

Application Question(s):

- Are you familiar with Outlook, Work and Excel?

**Education**:

- High School (matric) (required)

**Experience**:

- financial: 3 years (required)

**Language**:

- English and Afrikaans (required)

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