Administrative Assistant to Financial Planner

Administrative Assistant to Financial Planner Paarl Cape Winelands

Wellestablished Financial Services client seeks a Administrative Assistant to Financial Planner 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 selfdriven 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 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 detailorientated 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

Skills

Financial Planning, Financial Advisor, Administrative Assistant, Personal Assistant