Wealth Advisor Assistant

Updated: May 08, 2024 02:25 PM GMT

FROGG Recruitment

Paarl

Wealth Advisor Assistant Paarl

Well-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.

PLEASE NOTE THIS IS A OFFICE POSITION – NOT WORK FROM HOME OR HYBRID

Position: Permanent

Salary: 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 qualification

At least 5+ years experience in Wealth Advisor Assistant or Office Administration or Financial Services Administration in a Financial Service environment

Excellent computer skills: MS Office, Advanced Excel, Elite Client System or CRM Systems

Must have excellent planning, organising and time management... More Detail