Overview
Financial Services Admin Assistant/Broker’s Assistant Jobs in Pretoria, South Africa at Globevest Group
Position: Financial Services Admin Assistant (Broker’s Assistant)
Position: Financial Services Admin Assistant (Broker’s Assistant)
Salary: Market related
Location: Pretoria
Job type: Permanent
Industry: Financial Services
Reference Number: MJ.AWAM.FSAA.
COMPANY DESCRIPTION:
Our client is a Financial Planning and Investment business based in Pretoria and they are looking for a Financial Services Admin Assistant (Broker’s 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 the 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 and 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 a 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.
Driver’s license and own transport essential.
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Title: Financial Services Admin Assistant/Broker’s Assistant
Company: Globevest Group
Location: Pretoria, South Africa
Category: Administrative/Clerical (Office Administrator/ Coordinator, Data Entry, Business Administration), Finance & Banking (Office Administrator/ Coordinator, Business Administration)
