MINIMUM REQUIREMENTS
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
recruiting for an efficient, experienced and dedicated Financial Administrator to join their team!
Minimum
Daily, Weekly updating and submitting of financial data on financial system Petty Cash Reporting/Analysis
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 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 effectively. Strong attention to detail and accuracy in financial and administrative tasks. Proficiency in Microsoft
MINIMUM REQUIREMENTS:
Reference: PE002456-LS-1 Our client in the financial services industry is currently looking to appoint
or related field.