Administration Officer

3 days ago


Somerset West, South Africa APS Wealth and Asset Management Full time

Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;
- Filing, capturing client data, updating spreadsheets and word documents;
- Follow-up all client transactions, implementation of new business etc;
- Drawing statements from service providers and summarising client portfolio information;
- Preparation of the necessary presentations, investment summaries and documentation for client review meetings.
- Assist with FAIS and FICA compliance and any other compliance requirements
- Scan to file all new business documents in client folder.
- General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith.
- Be telephonically available for client queries, and act as initial point of contact for client queries.
- Maintain an appropriate filing and recording system - both hardcopies and electronically.
- Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis.

**Salary**: R10,000.00 - R15,000.00 per month

Ability to commute/relocate:

- Somerset West, Western Cape: Reliably commute or planning to relocate before starting work (required)



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