Investment Assistant (Financial Services)

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT001497/SG

Date posted:

Tuesday, April 2, 2024

Location:

Somerset West, South Africa

SUMMARY:
Financial planning and investment firm based in Somerset West is seeking to employ a dynamic and experienced individual to join their team.

If you are passionate about finance, possess exceptional organisational skills, and excel in a fast-paced environment, we invite you to apply.

POSITION INFO:
Requirements:

Grade 12 / Matric
Bachelors degree in either Business, Economics, or Finance - preferred
3 - 5 years experience in a similar role
Knowledge of Investment, life, or medical sectors - advantageous
Proficient in MS Office 365 Suite (Intermediate Excel Skills)
Fully bilingual (Afrikaans & English)
Drivers license and own reliable transport
Able to work under pressure, independently as well as collaboratively under supervision
Strong attention to detail, organisational, problem solving skills and able to prioritise

Key Responsibilities:

Assist Financial Advisors in managing client accounts and investment portfolios.
Handle correspondence with clients, third-party providers, and product houses.
Ensure timely and accurate processing of investment instructions.
Maintain accurate records in compliance with regulatory requirements.
Provide excellent client service by addressing inquiries and resolving issues.
Collaborate with internal and external departments to facilitate investment administration.
Manage client reporting and general administrative tasks.

*Only shortlisted applicants will be contacted*

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