Wealth Administrative Assistant

Minimum 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
• 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