Financial Advisor Administrator George
George, Western Cape, South Africa
Job Description
An accounting firm in George is looking to appoint a Financial Advisor Administrator to provide essential administrative support to its financial advisory team.This is a great opportunity for someone detail-oriented and client-focused, looking to grow within a professional and supportive environment.Minimum Requirements:
- Grade 12 / Matric Certificate
- Previous experience as a financial administrator
- Reliable transport
- Tertiary qualification in Finance, Business Administration, or a related field (advantageous)
- Strong administrative and organizational skills
- Excellent communication skills (verbal and written)
- Proficient in MS Office (Word, Excel, Outlook)
- Ability to manage confidential information with integrity
- High attention to detail and accuracy
- Providing administrative support to financial advisors
- Preparing client documentation and onboarding paperwork
- Managing and updating client records and financial files
- Liaising with clients and financial institutions
- Scheduling appointments and maintaining advisor calendars
- Handling follow-ups on outstanding documents or queries
- Assisting with compliance documentation and checks
- General office and administrative duties as required
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Job Detail
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Job IdJD1432912
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationGeorge, Western Cape, South Africa
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EducationNot mentioned