Financial Services Coordinator Assistant
2 weeks ago
• 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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