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Wealth Management Support Specialist

2 weeks ago

Port Elizabeth, Eastern Cape, South Africa Sanlam Limited Full time

Sanlam Private Wealth is committed to building strong, lasting relationships with our employees. As an Administrative Assistant, you will have the opportunity to work in a dynamic and entrepreneurial environment, where you can grow and develop your skills and career.

Responsibilities:
  • Office Management
  • Cash journal information and documentation
  • Share transfer information and documentation

You will be responsible for managing office operations, including switchboard duties, hosting functions, and managing refreshment orders. You will also assist with cash journal information and documentation, share transfer information and documentation, and other administrative tasks.

Requirements:
  • Bachelor of Commerce Degree
  • Registered person exam (advantageous)
  • Basic understanding of the Private Client business and the stock-broking environment