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Junior Financial Services Administrator

3 weeks ago

Somerset West, South Africa Helderberg Personnel Full time

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors.
- administration|insurance|junior secretary

Main duties and responsibilities include:

- 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.

**Requirements**:

- Grade 12 (Essential).
- Up to 2 years’ experience at a financial advisory practice is advantageous
- Bachelor's degree or relevant qualification in business, economics, finance or a related field will be an advantage
- Strong written and verbal language skills both Afrikaans and English essential
- Strong computer skill essential
- Own vehicle, transport and driver's license essential.