Investment Executive Assistant: Client Relations & Ops

Exceed Human Resource Consultants; Wes-Kaap; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Exceed Human Resource Consultants is seeking an accomplished administrative professional to support financial advisors in the Wes-Kaap region. You will act as the main conduit between advisors, product providers and clients, ensuring accurate quotations and timely contract administration.

The role requires strong communication, excellent time management, and the ability to manage multiple priorities while upholding high professional standards.

Qualifications

• NQF Level 5 or higher qualification relevant to finance/administration.
• Strong written and verbal communication capabilities.
• Excellent time management and ability to handle multiple priorities.
• Proficient computer skills and basic finance knowledge.
• Self-motivated with leadership qualities and a professional approach.
• Aligned with integrity, excellence and growth values.

Responsibilities

• Provide administrative and operational support to financial advisors.
• Act as the link between advisors, product providers and clients.
• Build and maintain strong client relationships.
• Prepare quotations for new and existing clients.
• Manage issuing of new contracts, renewals and amendments.
• Ensure clients receive consistent, professional service.
• Assist the Director with ad hoc requests and administrative tasks.

Skills

Communication

Time management

Organisational skills

Leadership

Self-motivation

Client relations

Education

NQF Level 5 or higher

RE5 qualification advantageous

Tools

MS Office

Job description

Exceed Human Resource Consultants is seeking an accomplished administrative professional to support financial advisors in the Wes-Kaap region. You will act as the main conduit between advisors, product providers and clients, ensuring accurate quotations and timely contract administration.

The role requires strong communication, excellent time management, and the ability to manage multiple priorities while upholding high professional standards.