Administrative assistant

Administrative Assistant with relevant experience in the Financial Services Industry, specific to Wealth Management, required to assist the FA with processing of all financial administration for existing and new clients, record keeping and data capturing. Position is based in Cape Town CBD.

Minimum requirements: Grade 12 essential Relevant Diploma / Tertiary qualification highly beneficial Minimum 3-5 years’ experience within the Insurance, Investment, Asset Management environment required Product knowledge – Risk Cover, RA, Investments, Preservation Funds, Pension & Provident Funds, Living Annuities, Medical Aid, Employee Benefits – required Excel, Elite Wealth, CRM knowledge and experience required

Duties and Responsibilities: Assist Financial Advisor with processing of all financial administration for new and existing clients Communication with clients – telephonic and electronic Compliance – FICA, FAIS, Due Diligence...