Investment Support Specialist

1 day ago


Cape Town, Western Cape, South Africa The Recruitment Council Full time
Job Summary

We are looking for an experienced Investment Support Specialist to join our Financial Planning team. The successful candidate will provide administrative support to our Trust Officer and their assistant, ensuring that client needs are met and exceeded.

Key Responsibilities:

  • Manage and maintain accurate client records and databases.
  • Support the preparation and distribution of client reports and correspondence.
  • Coordinate travel arrangements and schedules for the Trust Officer and assistant.
  • Develop and implement processes to improve client satisfaction and retention.
Requirements

The ideal candidate will have:

  • A degree in Business Administration or related field.
  • Experience in a financial services environment.
  • Excellent communication and organizational skills.
  • Able to work independently and as part of a team.
  • Clean drivers license (own vehicle preferred).
Estimated Salary: R180,000 - R280,000 per annum

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