Junior Administrative Assistant

SUMMARY:
We are financial advisors based in Bellville and require the services of an eager candidate to provide administrative assistance to the financial advisors. The candidate should be a smart, dependable and hard working individual with great attention to detail and a strong work ethic.

POSITION INFO:

JUNIOR POSITION FOR ADMINISTRATIVE ASSISTANT

We are financial advisors based in Bellville and require the services of an eager candidate to provide administrative assistance to the financial advisors. The candidate should be a smart, dependable and hard working individual with great attention to detail and a strong work ethic.

DUTIES AND RESPONSIBILTIES

Provide assistance to team members in respect of:

• Updating client files, databases and maintain filing system
• Opening of client accounts, transaction implementation and administration
• Assisting with preparation of investment proposals and client investment reviews
• Liaison with clients and service providers
• Co-ordinate meetings and prepare related documentation
• Any general office administration as required
• Operating client administration system

CORE COMPETENCIES REQUIRED

• Speak, write and understand Afrikaans and English
• Excellent work ethic and willing and able to work late, when required
• Work independently and use initiative
• High level of accuracy
• Excellent telephone and client care skills

QUALIFICATIONS AND EXPERIENCE REQUIRED

• Matric certificate;
• One to two years’ work experience in an administration environment
• Computer literate with proficiency in Microsoft Office (Word, Excel & PowerPoint).

To apply, please send your CV with your salary expectations to craig@------ 

Please note that only shortlisted candidates will be contacted. Should you not receive feedback within 48 hours, please accept your application as unsuccessful.

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