Financial Services Coordinator

3 days ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

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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