Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective invitations and venue and client co-ordination •General secretarial support: typing, filing, faxing etc advantage. •Computer literacy (intermediate): MS Office suite and excel at an intermediate level •Ability
Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective invitations and venue and client co-ordination •General secretarial support: typing, filing, faxing etc advantage. •Computer literacy (intermediate): MS Office suite and excel at an intermediate level •Ability