Financial Services Coordinator Assistant

2 weeks ago


Benoni, Gauteng, South Africa The Recruitment Council Full time

About The Role

As a Wealth Adviser Assistant at  The Recruitment Council, you will play a vital role in the day-to-day administration of our financial services firm. This is an excellent opportunity for a skilled and detail-oriented individual to join our team and contribute to the success of our clients.

Key Responsibilities

  • Office Management and Administration
  • Client Relations and Services
  • New Business Implementation
  • Marketing Plan Implementation
  • Reception Duties

Requirements

  • Completed BCom Degree (preferably majoring in Information Systems, Analytics, and Investment Planning/Risk Management) or BCom (Economics)
  • 0-2 years of experience in the financial services industry
  • Paraplanning experience is advantageous
  • Proficient in both spoken and written English and at least one other official South African language
  • Strong computer literacy (MS Office) highly competent in Excel and PowerPoint
  • Strong technical and administrative skills

Competencies Required

  • Customer Service
  • Communication skills (verbal & written)
  • Problem solving
  • Attention to detail
  • Team player

Apply Now



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