Administrative Assistant
3 weeks ago
We are seeking an organized and detail-oriented Administrative Assistant to provide holistic support to our Financial Advisor. The ideal candidate will have experience in managing diaries, filing, and general office duties.
Key Responsibilities:- Manage the Financial Advisor's diary, including client birthdays, meetings, and appointments
- Ensure client filing is up-to-date and accurate
- Perform general office duties, such as scanning, printing, and data entry
- Assist with event planning and coordination
- Manage and drive outstanding requirements, including FICA and medicals
- Generate quotes and implement client proposals
- Arrange and finalize repurchases and withdrawals
- Ensure product providers implement instructions correctly and within a reasonable timeframe
Requirements:
- Experience in assisting a financial advisor with an investment focus
- Proficiency in Excel and Outlook
- Basic knowledge of financial services and products
What We Offer:
- A competitive salary of R15,000 - R25,000
- A dynamic and supportive work environment
- Opportunities for professional growth and development
Send your CV and referrals to us now and take the first step towards a rewarding career in financial services.
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