PA to Financial Planner urgently wanted: APPLY HERE
Vacancy Details
Employer: Time Personnel
Have you been a successful PA and Administrator in the Financial planning and Wealth sector? Is it time for you to move to a new opportunity to join a highly successful and progressive team and Company based in the Southern Suburbs?
REQUIREMENTS:
Matric, Tertiary education advantageous
Own vehicle and drivers licence
High integrity and confidentiality in all matters
Excellent communication in English and Afrikaans
Effective communication skills
Excellent computer literacy and financial acumen
Deadline orientated with high attention to detail
DUTIES:
Reporting to a Financial Planner dealing with their clients
Responsible for all administrative functions relating to the managing these clients
Diary management, setting up of meetings and all preparation of materials and documentation required for meetings and minutes of meetings
Follow up and ensuring all attention to detail is correct on documentation
Reply to all client requests and emails
Document coordination in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS)
Manage and record an audit trail of all documentation
Liaise with clients and institutions on various transactions relating to the management of a client’s portfolio.
Preparation of tax certificates, local and offshore
Attend to any additional adhoc requirements within the organisation and team
Salary: dependent on experience
Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.
Visit our Website
Apply before Wednesday, August 14, 2019 – 28 Days left
Companies may expire jobs at their own discretion.
If you have not received a response within two weeks, your application was most likely unsuccessful. Apply Now
Source: jobs365
