Financial Advisor Assistant

An independent and authorised financial services provider is looking for an Administrative Assistant to join their team.

This is a full time position based in Cape Town

MAIN DUTIES & RESPONSIBILITIES

· Communicating with clients telephonically and electronically

· Compliance - FICA, FAIS & Due Diligence (data gathering and filing)

· Data Capture –on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows/tasks)

· Processing instructions - redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients.

· Preparing client quotes and comparisons with the various Financial Service Providers

· Prepare client proposals

· Preparation of reports, agendas, presentations and spreadsheets for internal meetings and meetings with clients

· General admin support

WORK EXPERIENCE:

· Previous experience assisting a financial advisor...