About the job Financial Services Admin Assistant (Broker's Assistant)
Salary: Market related
Location: Pretoria
Job type: Permanent
Industry: Financial Services
Reference Number: MJ.AWAM.FSAA.25022025
COMPANY DESCRIPTION:
Our client is a Financial Planning and Investment business based in Pretoria and they are looking for a Financial Services Admin Assistant (Brokers Assistant) to join their team as soon as possible.
JOB DESCRIPTION:
The person will provide administrative support to the Financial / Investment Advisors including, handling follow up correspondence with clients, third party providers and product houses. The person will need to liaise with internal departments / product houses to ensure that investment instructions are timeously and accurately actioned.
MAIN DUTIES & RESPONSIBILITIES:
- Collating all necessary documents in relation to administration of investment instructions, preparation and capturing of same on internal systems
- Handling electronic and hard copy filing relating to investment administration and advisory record keeping as stipulated by FAIS and FICA and ensuring that all investment instructions are compliant
- Client liaison: Attending to ad resolving all queries directly with clients
- Liaising with internal / external investment admin and support departments
- Maintaining the Client Management system and data capture of investments and instructions
- Collating all clients monthly and quarterly reporting
- Providing general admin support: typing, filing, scanning, etc. of client correspondence
EDUCATIONAL REQUIREMENTS:
- Matric
- Degree or Diploma in Business / Economics / Finance will be beneficial
EXPERIENCE AND SKILLS REQUIRED:
- 3 - 5 Years experience in a similar position with proven track record
- Investment / life / medical knowledge will be beneficial
- Computer literate: MS Office and Excel Intermediate level
- Ability to work independently, attention to detail and excellent organisational skills, including problem solving and initiative
- Fully bilingual in English and Afrikaans
- Strong time management and prioritization skills
- Ability to work independently or as part of a team and under general supervision of the Admin Manager
- Drivers license and own transport essential
POPIA
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