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 Good time management skills 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 Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.

Wealth Administrative Assistant position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2025-03-06 in the Admin Clerical Secretarial category

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