Candidate Consultant / Researcher

Salary :

Market related

Location :

Pretoria

Job type :

Permanent

Industry :

Financial Services

Reference Number :

MJ.AWAM.FSAAP

Description :

Our client is a Financial Planning and Investment business based in Pretoria, seeking a Financial Services Admin Assistant (Brokers Assistant) to join their team as soon as possible.

Job Description :

The person will provide administrative support to the Financial / Investment Advisors, including handling follow-up correspondence with clients, third-party providers, and product houses. They will liaise with internal departments and product houses to ensure that investment instructions are processed accurately and timely.

Main Duties & Responsibilities :

1. Gathering all necessary documents related to investment administration, preparing, and entering them into internal systems.
2. Managing electronic and hard copy filing for investment administration and record keeping, ensuring compliance with FAIS and FICA.
3. Attending to client queries and resolving them directly.
4. Liaising with internal and external investment admin and support departments.
5. Maintaining the Client Management system and recording investment instructions.
6. Preparing and collating client reports monthly and quarterly.
7. Providing general administrative support such as typing, filing, and scanning.

Educational Requirements :

Matric is required. A Degree or Diploma in Business, Economics, or Finance is beneficial.

Experience and Skills Required :

• 3-5 years of experience in a similar role with a proven track record.
• Knowledge of investment, life, and medical sectors is advantageous.
• Proficient in MS Office and intermediate Excel skills.
• Ability to work independently with attention to detail, organizational skills, problem-solving, and initiative.
• Fully bilingual in English and Afrikaans.
• Strong time management and prioritization skills.
• Ability to work independently or as part of a team under supervision.
• Driver's license and own transport are essential.