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Paraplanning Assistant - Randburg
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4 days ago22 views
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General Details
Description
Technical Tasks, Competencies & Experience:
Behavioural Competencies:
Please note, only shortlisted candidates will be contacted. If you do not hear from us within the next 2 weeks, please consider your application as unsuccessful
- Updating and timeline management for client reviews -provide historical context to clients in relation to advice journey
- Financial market and fund research.
- Maintaining clients files and records
- Taking Minutes of meetings
- Preparation of meeting packs
- Risk Management record keeping compliance and monitoring of all risk products offered
- Analysis on Portfolios
- Operational and Regulatory Reporting
- Telephonic and email query resolution
- Assistance with compliance officer visits
- General office management duties and/or administrative tasks that may be required from time to time
Behavioural Competencies:
- Must be able to work autonomously
- Excellent verbal and written communication skills in English
- Enthusiastic
- Attention to detail
- High ethical Standards
Please note, only shortlisted candidates will be contacted. If you do not hear from us within the next 2 weeks, please consider your application as unsuccessful
https://www.jobplacements.com/Jobs/P/Paraplanning-Assistant-Randburg-1243711-Job-Search-12-01-2025-00-00-00-AM.asp?sid=gumtree
Id Subtitle 1343518248
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Selling for 10+ months
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