Wealth Advisor Assistant Paarl
Well-established Financial Services client client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner / Administrative Assistant comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient Wealth Advisor Assistant or Office Administration or Financial Services Administration in a Financial Service Duties:
Provide support services to Financial Planner
General administration / Maintain
Minimum 2 years of experience in an accounting or financial environment
Be proficient in Microsoft
Assistant to Financial Planner Paarl
Well-established Financial Services client client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient in Office Administration or Financial Services Administration in a Financial Service environment
Excellent Duties:
Provide support services to Financial Planner
General administration / Maintain
Daily, Weekly updating and submitting of financial data on financial system Petty Cash Reporting/Analysis experience will be a plus ( not compulsory ) Attention to detail Meticulous Multitask Friendly and Assertive
a leading financial institution dedicated to excellence in providing innovative financial solutions.
employ a half day Personal Assistant to the MD / Financial Administrator to join their dynamic team. The office and provide essential administrative and financial support. Responsibilities include: Personal Assistant correspondence, prioritizing items that require immediate attention Prepare agendas, take minutes, and follow up on the MD, ensuring easy retrieval of documents. Financial Administration Assist with processing and sending administrative support, personal assistance, or financial administration is advantageous Excellent organizational
Verbal Communication Skills.
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint Written and Verbal Communication Skills. Meticulous Attention to Detail. Sunny Disposition. “Can Do” attitude
or related field.