Investment Assistant (Financial Services)

• Grade 12 / Matric
• Bachelors degree in either Business, Economics, or Finance - preferred
• 3 - 5 years experience in a similar role
• Knowledge of Investment, life, or medical sectors - advantageous
• Proficient in MS Office 365 Suite (Intermediate Excel Skills)
• Fully bilingual (Afrikaans & English)
• Drivers license and own reliable transport
• Able to work under pressure, independently as well as collaboratively under supervision
• Strong attention to detail, organisational, problem solving skills and able to prioritise

• Assist Financial Advisors in managing client accounts and investment portfolios.
• Handle correspondence with clients, third-party providers, and product houses.
• Ensure timely and accurate processing of investment instructions.
• Maintain accurate records in compliance with regulatory requirements.
• Provide excellent client service by addressing inquiries and resolving issues.
• Collaborate with internal and external departments to facilitate investment administration.
• Manage client reporting and general administrative tasks.

Merand Corbett & Associates