Wealth Administrative Assistant

apartmentTime Personnel placeCape Town calendar_month 
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

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