Admin Assistant: Investments

Short Job Description: 

Employment Equity role, in line with the company's Employment Equity Plan. Permanent role available for an assistant to the Financial Advisors at an exclusive independent advisory firm in Newlands.  Work 7 hours per day in a professional environment with a very friendly, dynamic team of people, within a very stable team environment.

Where will the candidate work from, if not home based? (Town/Suburb or state work-from-home): 
Southern Suburbs, Cape Town
Select which one of these best describes the role: 
Flexible working hours
Main area of expertise for this position: 
Administration - Investments or Insurance
Secretarial - Office and Administration
Required Qualification: 
Required computer program skills: 
MS Excel, Word, Powerpoint, Google drive / docs
Estimated hours (state hours per day or week): 
7 hours per day
Remuneration in ZAR: 
R10 - R15,000, experience dependent
Remuneration term: 
Job posting date: 
Friday, November 29, 2019
Full Job Description: 

Admin Assistant

Vacancy available for an assistant to the Financial Advisors at an exclusive independent advisory firm in Newlands

Salary between R10 – R15,000 depending on experience

Duties & Responsibilities

Qualifications and Requirements:

  • Grade 12 plus Degree or post matric qualification will be an advantage.
  • Own vehicle, transport and driver's license will be an advantage.

Main duties and responsibilities include:

  • Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;
  • Assisting the financial advisors 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;
  • Be 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 to work under pressure.

Experience, knowledge and skills required:

  • Fully Bilingual in Afrikaans & English.
  • Good written and verbal communication skills.
  • Ability to work under pressure and meet deadlines.
  • Methodical, detailed and organised work style.
  • Professional corporate appearance.
  • Excellent Communication Skills.
  • Team player and can take initiative.
  • Proactive with a sense of urgency.
  • People Orientated.
  • Thorough knowledge of FIC and FAIS legislation would be advantageous.
  • Must be proficient in MS Excel, Word, Powerpoint.
  • Must be familiar with Google drive / docs (similar to MS Word & Excel).
  • Able to multitask in a fast-paced environment.
  • Good time management skills.
Application process:
Before applying check that your CV is comprehensive and that the roles and responsibilities demonstrate your capabilities and experience rather than a list of tasks. Always write in full sentences. You have up to 12 places of previous employment to demonstrate your skills, use as many as you feel are required but always include more than one. Write a motivational email explaining why you should be considered for the role. The motivational email will be seen before the CV and is submitted to the client with the CV. If you have not heard back within 14-21 days please assume the application was not successful.

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