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Financial Advisor Assistant, Pretoria

Financial Advisor Assistant, Pretoria
Description
We are seeking a proactive

Financial Advisor Assistant

to support a successful Wealth Manager with a large client base, ensuring exceptional client service, effective administration and the smooth execution of financial transactions.

Key Responsibilities

Process new business and financial transactions

Ensure FICA&FAIS compliance

Prepare documentation and coordinate client meetings

Manage client queries and provide regular updates

Support client reviews and follow up on action items

Maintain accurate client records and CRM updates

What We’re Looking For

Strong attention to detail

Highly organized and able to multitask

Proactive and able to work under pressure

Good MS Office and system skills

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Highlights
  • Company name
    Alexforbes
  • Job position
    Financial Advisor Assistant
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More info about this ad

Financial Advisor Assistant has been posted in the Pretoria Accounting, Financing & Banking category on Locanto.

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