Secretary / Personal Assistant : Financial Broker

3 weeks ago


Somerset West, South Africa Ultra Personnel Full time

**Duties and responsibilities**:
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to clients.

The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region.

The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.

Responsibility will include:

- Client services
- Operational support for Portfolio Managers and CRMS
- Marketing support
- Office management

**Requirements for this role is**:

- Matric
- 2-3 years in the financial services industry required.
- Relevant tertiary education or courses.
- Financial Services Industry[SR1]
- Understanding of FAIS and FICA legislation

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

Pay: R15 000,00 - R18 000,00 per month

Ability to Commute:

- Somerset West, Western Cape (required)

Ability to Relocate:

- Somerset West, Western Cape: Relocate before starting work (required)

Application Deadline: 2024/02/26


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