Administrative Assistant to Financial Advisors

Short Job Description: 

A small Financial Services firm is looking for an Administrative Assistant to Financial Advisors this is a full day role that offers some flexibility and is based in Claremont. It is essential to have experience in the Investment industry.

Where will the candidate work from, if not home based? (Town/Suburb or state work-from-home): 
Claremont, WC
Select which one of these best describes the role: 
Full time - with flexibility
Main area of expertise for this position: 
Administration - Investments or Insurance
Fund Administration
Required computer program skills: 
MS Office, Excel & PowerPoint
Estimated hours (state hours per day or week): 
Full day with flexibility
Remuneration in ZAR: 
R25,000.00 per month
Remuneration term: 
Monthly
Job posting date: 
Tuesday, September 10, 2019
Full Job Description: 

 Main responsibilities:

Excellent MS Office, Excel and Powerpoint

Excellent verbal and written communication skills

Support to various financial advisors

Doing FICA checks on clients

Capturing information/data onto spreadsheets

Preparing proposals and reports

Liaising with clients re various administrative issues

Assisting Financial Advisors to process forms (application, additions, withdrawals etc)

 

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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