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Secretary / Administrator

13 hours ago128 views
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General Details
Location:
Mamelodi, Pretoria / Tshwane
Advertised By:Agency
Company Name:Job Placements
Job Type:Full-Time
Description
Main duties and responsibilities include:
  • Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;
  • Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups;
  • Filing, capturing client data, updating spreadsheets and word documents;
  • Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies;
  • Follow-up all client transactions, implementation of new business etc;
  • Drawing statements from service providers and summarising client portfolio information;
  • Preparation of the necessary presentations, investment summaries and documentation for client review meetings.
  • Assist with FAIS and FICA compliance and any other compliance requirements
  • Scan to file all new business documents in client folder.
  • General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith.
  • Be telephonically available for client queries, and act as initial point of contact for client queries.
  • Maintain an appropriate filing and recording system both hardcopies and electronically.
  • Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis.
  • It is essential that the candidate has the ability to multitask and to work under pressure.
Requirements:
  • Grade 12 (Essential).
  • 5+ years experience at a financial advisory practice is advantageous
  • Post Matric qualification will be an advantage
  • Strong written and verbal language skills both Afrikaans and English essential
  • Strong computer skills essential
  • Own vehicle, transport and driver's license essential.

https://www.jobplacements.com/Jobs/S/Secretary-Administrator-1251641-Job-Search-02-03-2026-00-00-00-AM.asp?sid=gumtree
Id Subtitle 1348802423
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Job Placements
Selling for 1 year
Total Ads5.20K
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