Wealth Advisor Assistant

Wealth Advisor Assistant Paarl Well-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven individual who thrives in a professional environment. Position: Permanent Salary: R10 000 – R25 000.00 CTC (Depends on experience) Working Hours: 8am to 16:30 (Mon to Fri) Minimum Requirement: Grade 12 with an Office or Business Management qualification At least 5 years experience in Wealth Advisor Assistant or Office Administration or Financial Services Administration in a Financial Service environment Excellent computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems Must have excellent planning, organising and time management skills Must be an analytical thinker with a passion for administration Excellent communication and people skills Must be detail-orientated and have the ability to use initiative Key Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc Liaise with suppliers and action policy changes Compile & keep product information Provide administrative support to ensure efficient client relationships Please apply online FROGG Recruitment

Location: Paarl, ZA

Posted Date: 5/9/2024