Financial Planning Partner Assistant

Merand Corbett & Associates; George; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Une entreprise de services financiers recherche un Partner Assistant à George, Afrique du Sud. Le candidat idéal aura une expérience de 2-3 ans dans le secteur financier et saura gérer les relations clients avec professionnalisme. Les responsabilités incluent le soutien administratif et une collaboration étroite avec les partenaires financiers pour garantir un service client exceptionnel.

Qualifications

• 2-3 ans d'expérience dans l'industrie des services financiers souhaitable.
• Capacité à gérer le temps et les tâches efficacement.

Responsibilities

• Soutenir les partenaires financiers dans les services aux clients.
• Responsabilité de l'administration et du soutien opérationnel.
• Collaborer avec d'autres assistants et membres de l'équipe.

Skills

Communication verbale et écrite

Esprit critique

Résolution de problèmes

Collaboration

Education

Éducation tertiaire pertinente

Job description

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to the company's clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.

POSITION INFO : Categories

• Client Services
• Operations
• Operational support for Portfolio Managers and CRMs
• IT & Systems
• NAV & KPIs
• Marketing Support
• Office Management

Knowledge

• Understanding of FAIS and FICA legislation
• Good verbal and written communications skills.
• High energy individual who is customer centric and relationship orientated.
• Methodical, accurate and have meticulous attention to detail.
• Initiative-taking work ethic.
• Organizational skills, ability to prioritize, plan and manage projects.
• Ability to collaborate with others.
• Critical thinking : ability to strategize, research and interpret.
• Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients.
• Teamwork : be a reliable and productive member of the team.
• Professional presence : as a representative of the organization, a professional image and professional conduct are always expected and required.
• Time management : ability to manage time and tasks to ensure deadlines are met.
• Ability to multi-task.

Qualifications and Experience

• 2-3 years in the financial services industry will be advantageous.
• Relevant tertiary education or courses.

Attributes

• The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective in our clients’ lives and can facilitate and assist Financial Planning Partner(s).
• Strong personality.
• Only shortlisted candidates will be contacted

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Financial Assistant • George, South Africa