Wealth Advisor Assistant PaarlWell-established Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience. The purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient and self-driven individual who thrives in a professional environment.Position: PermanentSalary: R10 000 – R25 000.00 CTC (Depends on experience)Working Hours: 8am to 16:30 (Mon to Fri)Minimum Requirement:Grade 12 with an Office or Business Management qualificationAt least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial Services Administration in a Financial Service environmentExcellent computer skills: MS Office, Advanced Excel, Elite Client System or CRM SystemsMust have excellent planning, organising and time management skillsMust be an analytical thinker with a passion for administrationExcellent communication and people skillsMust be detail-orientated and have the ability to use initiativeKey Duties:Provide support services to Financial PlannerGeneral administration / Maintain CRM system, etcLiaise with suppliers and action policy changesCompile & keep product informationProvide administrative support to ensure efficient client relationshipsPlease apply onlineFROGG Recruitment
