Senior Clerk Financial Services
1 day ago
Job Purpose
To provide administrative support to the financial advisor and manage client data.
Main Responsibilities- Manage secretarial duties, including scheduling meetings and general office administration.
- Assist the financial advisor in servicing existing and new clients.
- Filing, capturing client data, and updating spreadsheets and word documents.
- Process new business, including pre-populating documentation and submitting application forms.
- Grade 12 qualification (Essential).
- At least 5 years of experience at a financial advisory practice (Advantageous).
- Post-Matric qualification will be an advantage.
- Strong written and verbal language skills in both Afrikaans and English.
- Strong computer skills are essential.
- Own vehicle, transport, and driver's license are required.
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