Junior Executive/ Filing Administrator

6 days ago

Sandton, South Africa CareerfinderZA Full time

**Key Performance Area**:

- Understand, execute and manage intermediary services as defined by the FAIS act.
- Prepare reports and correspondence, typing, data capturing and CRM;
- Liaison with service providers, instructions to and management of their execution;
- Keeping and execution of minutes, in meetings, conference calls or in client consultation;
- Review and maintain ongoing instructions and client portfolios;
- General influence to maintain a professional office environment.

**Minimum Requirements**:
- Basic understanding of economics, financial markets, income tax and accounting;
- Knowledge of insurance and investment administration and understanding of regulation;
- Computer literacy (MS Office), understanding of CRM systems, swift accurate typing

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