Job Description

Have you worked within the financial planning and wealth management industry?
Our client based in the Southern Suburbs, and Independent Financial Advisory specialising in investments, tax and financial planning, requires a dedicated and trusted individual to assist the Wealth Management team with client administration and investment processing. This individual will work in a productive environment of teamwork, learning and personal development.
Industry experience is essential.
REQUIREMENTS

• Grade 12, tertiary qualification will be an advantage
• Own vehicle, transport and driver's license
• Both English and Afrikaans speaking and writing skills required
• Good written and verbal communication skills
• Ability to work under pressure and meet deadlines
• Methodical, detailed and organised work style
• Professional corporate appearance
• Able to multitask in a fast-paced environment
• Good time management skills
• Must be familiar with Adobe PDFs, Outlook, Word and Excel

DUTIES

• Administrative duties - scheduling meetings, general office administration, correspondence with clients and service providers
• Assisting the financial planners in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups
• Filing, capturing client data, updating spreadsheets and word documents
• Follow-up all client transactions, implementation of new business etc.
• Being telephonically available for client queries, and act as initial point of contact for client queries
• It is essential that the candidate has the ability to multitask and work under pressure

Salary: R negotiable dependent on experience
Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.

Skills Required