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Somerset West: Admin Assistant (Financial Planning And Investments) posted by Merand Corbett & Associates






Date 2024-07-26
Job Title Admin Assistant (Financial Planning And Investments)
Employer Merand Corbett & Associates
More Information
Salary 0
Category Finance Accounting
Location Western Cape
/ Somerset West

Job Summary

Requirements:

  • Grade 12 / Matric
  • Bachelors degree in either Business, Economics, or Finance –preferred
  • 3 – 5 years experience in a similar role
  • Knowledge of Investment, life, or medical sectors –advantageous
  • Proficient in MS Office 365 Suite (Intermediate Excel Skills)
  • Fully bilingual (Afrikaans & English)
  • Drivers license and own reliable transport
  • Able to work under pressure, independently as well as collaboratively under supervision
  • Strong attention to detail, organisational, problem solving skills and able to prioritise

Key

Responsibilities:

  • Assist Financial Advisors in managing client accounts and investment portfolios.
  • Handle correspondence with clients, third-party providers, and product houses.
  • Ensure timely and accurate processing of investment instructions.
  • Maintain accurate records in compliance with regulatory requirements.
  • Provide excellent client service by addressing inquiries and resolving issues.
  • Collaborate with internal and external departments to facilitate investment administration.
  • Manage client reporting and general administrative tasks.

*Only shortlisted applicants will be contacted*
Admin Assistant (Financial Planning And Investments) position available in Western Cape, Somerset West. This job position was posted by Merand Corbett & Associates. The job has been posted as a char8000 ad on 2024-07-26 at 01:00:42 in the Finance Accounting category

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