| Date | 2024-07-07 |
|---|---|
| Job Title | Wealth Advisor Assistant |
| Employer | FROGG Recruitment More Information |
| Salary | 10000 |
| Category | Professions |
| Location |
Western Cape / Paarl |
Job Summary
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 seek a highly efficient and self-driven individual who thrives in a professional environment.
PLEASE NOTE THIS IS A OFFICE POSITION – NOT WORK FROM HOME OR HYBRID
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
Wealth Advisor Assistant position available in Western Cape, Paarl. This job position was posted by FROGG Recruitment. The job has been posted as a premium ad on 2024-07-07 at 13:06:05 in the Professions category
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