SUMMARY:
Administrative Assistant | Durbanville
POSITION INFO:
Administrative Assistant to Financial Adviser/Planner
We are seeking a highly organized and experienced Administrative Assistant to support a team of Financial Advisers/Planners. The successful candidate will be responsible for a set portfolio of clients and will handle daily administration tasks.
Key Responsibilities Include:
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Processing new and existing business for investments, risk business, medical aid, trusts, and estates.
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Monitoring activities related to client reviews and requests.
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Managing the broker''s diary and liaising with clients and insurance companies.
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Assisting with deceased estates and trust administration.
Requirements:
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Matric/Grade 12 is essential.
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5+ years of relevant experience.
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Extensive experience with Microsoft Office (Outlook, Excel, Word).
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Bilingual in Afrikaans and English (read, write, verbal).
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Own transport is required.
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Knowledge of legislation compliance (FICA/FAIS/POPIA/TCF) is a must.
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Extensive experience with at least two of the following Investment Platforms: Ninety-One, Allan Gray, and Glacier.
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Extensive experience with at least two of the following Life Insurance Platforms: Discovery, Momentum, and Sanlam.
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Experience with CRM systems such as @Work, Workpool, Elite Wealth, or XPlan is essential.
Remuneration:
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R230,000.00 - R294,000.00 CTC per annum.
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The position is permanent with a 3-month probation period.
If you are a self-driven, detail-oriented, and client-focused professional, we encourage you to apply.
