Administrative Assistant
2 weeks ago
**ADMINISTRATIVE ASSISTANT**
Our client is an independent and authorised financial services provider, aiming to provide clients with financial advice that considers a holistic view of their financial objectives, requirements and circumstances. They are in need of a very dynamic **Administrative Assistant** to join their team.
- 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 workflows / 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.
**Minimum requirements**
- At least 1-2 years relevant work experience in the Financial Services industry.
- Computer literacy (MS Office)
- Experience of business management system eg. Workpool/FSPHub will be advantageous.
**Competencies required**
- Prioritization
- Problem-solving skills
- Time management / Deadline driven
- Needs to be a team player and be able to work in a group environment
**Area**: Stellenbosch
**Hours**: Monday to Thursday - 07:30 to 16:00; Friday - 07:30 to 15:00
**Salary**: +- R18 000 p.m. CTC
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