Home Job Listings PA to Financial Planner urgently wanted: APPLY HERE

PA to Financial Planner urgently wanted: APPLY HERE

Financial Planner

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

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