Financial Services Coordinator
3 days ago
We are seeking an experienced Investment Support Professional to join our team in Durban, South Africa.
Key Tasks
- Assisting Managers in building strong client relationships and making well-informed investment choices.
- Coordinating appointments, meetings, and internal events. Preparing materials and ensuring seamless execution.
- Loading new clients onto our systems and requesting necessary documentation.
- Typing agendas and minutes of meetings, monitoring actions required after meetings.
- Generating, editing, printing, scanning, and posting quarterly reports.
- Filing and scanning all documentation.
- Completing forms, submitting, and tracking instructions sent to Operations.
- Responding to queries from Operations and Managers.
- Completing relevant tasks.
- Constantly updating FICA and FAIS.
- Liaising with suppliers about instruction status.
- Sending out client correspondence for special occasions.
Requirements
- Minimum of 3 years' experience as an Assistant in a similar role within the financial services industry.
- Understanding of financial markets.
- Client-focused attitude.
- High level of accountability and responsibility.
- Sense of urgency.
- Attention to detail.
- Affable character.
- Highly motivated.
- Mature.
- Intellectually honest.
About This Role
This is an excellent opportunity for a skilled professional to join our team at The Recruitment Council in Umhlanga, South Africa.
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