Financial Services Support Specialist
2 weeks ago
Job Title: Client Relationship and Financial Planning Associate - Westville
About the Role:
We are seeking a highly motivated and organized individual to join our team as a Client Relationship and Financial Planning Associate in Westville.
Key Responsibilities:
- Record clients' data on the company's internal CRM system.
- Provide operational support for portfolio managers and client relationship managers.
- Clients are managed and marketing support is provided.
- Financial planning, preparation, and client reviews are conducted.
Requirements:
- 4-5 years of experience in the financial services industry.
- Understanding of FAIS and FICA legislation.
- Relevant tertiary education or courses.
- Computer skills, including Microsoft Office, XPlan, IWP, and PGP.
- Accurate and meticulous attention to detail.
Please note that due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.
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