Wealth Advisor Assistant

SUMMARY:
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POSITION INFO:

Wealth Advisor Assistant Paarl

Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven individual who thrives in a professional environment.

Position: Permanent

Salary: R10 000 – R25 000.00 CTC (Depends on experience)

Working Hours: 8am to 16:30 (Mon to Fri)

Minimum Requirement:

Grade 12 with an Office or Business Management qualification

At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial Services Administration in a Financial Service environment

Excellent computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems

Must have excellent planning, organising and time management skills

Must be an analytical thinker with a passion for administration

Excellent communication and people skills

Must be detail-orientated and have the ability to use initiative

Key Duties:

Provide support services to Financial Planner

General administration / Maintain CRM system, etc

Liaise with suppliers and action policy changes

Compile & keep product information

Provide administrative support to ensure efficient client relationships

Please apply online

FROGG Recruitment