Wealth Administrative Assistant

Purpose:

My client is looking for an administrative assistant to work as part of the Financial Planning and Wealth Management team, assisting clients and financial planners with client administration and investment processing.

Competencies Required:

1. Grade 12 essential.
2. Industry experience is essential. Candidates with no industry experience will not be considered.
3. A post matric qualification will be an advantage, but not essential.
4. Own vehicle, transport and driver’s license will be an advantage.
5. Both English and Afrikaans speaking and writing skills required.
6. Good written and verbal communication skills.
7. Ability to work under pressure and meet deadlines.
8. Methodical, detailed and organised work style.
9. Professional corporate appearance.
10. Able to multitask in a fast-paced environment.
11. Good time management skills.
12. Must be familiar with Adobe PDFs, Outlook, Word and Excel.

Duties And Responsibilities:

1. Administrative duties – scheduling meetings, general office administration, correspondence with clients and service providers;
2. Assisting the financial planners in servicing existing clients as well as new clients – handling preparation of all meeting documentation, application forms and follow ups;
3. Filing, capturing client data, updating spreadsheets and word documents;
4. Follow-up all client transactions, implementation of new business etc;
5. 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.

This description is a general statement of required major duties and responsibilities performed on a regular and continuous basis. It does not exclude other duties as assigned.