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Secretary / Administrator
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22 hours ago133 views
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General Details
Location:
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.
- 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-1264682-Job-Search-03-05-2026-00-00-00-AM.asp?sid=gumtree
Id Subtitle 1351474031
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Job Placements
Selling for 1 year
Total Ads4.64K
Active Ads4.64K
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4.64KTotal Ads
20.78MTotal Views
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REQUIREMENTSMinimum education (essential):Diploma or Degree in Accounting or FinanceDiploma in Business Administration or Business ManagementBCom Accounting Minimum applicable experience (years):0-2 Year Required nature of experience:Proficiency in Microsoft OfficeStrong attention to detail and accuracyGood communication and interpersonal skillsAbility to prioritise and manage multiple tasksSkills and Knowledge (essential):Solid understanding of accounting principles and accounting softwareComputer literate with strong MS Office skills, especially Excel Other:Working hours: Monday to Friday, 07h30 16h30Own transport requiredKEY PERFORMANCE AREAS, WEIGHTS AND OBJECTIVESContract AdministrationManage buying and selling contracts from initiation to completion.Process invoicing and booking of transactions accurately.Monitor transport schedules related to commodity transactions.Ensure all contract documentation is correctly maintained and updated. Data ManagementCapture and maintain accurate commodity movement data in the system.Reconcile contracts and financial records.Investigate and resolve stock differences or discrepancies.Maintain accurate records for reporting and audit purposes. Client and Supplier CommunicationRespond to client and supplier enquiries promptly.Ensure settlements are completed according to contract terms.Liaise with internal teams and external stakeholders regarding transactions.Assist with resolving queries relating to contracts, invoices, or stock movements. Administrative SupportPerform all administrative duties related to trade administration.Maintain organised filing systems and accurate records.Assist with document preparation and record management.Ensure all documentation complies with internal processes.Systems and Software ManagementUtilise Accounting / ERP software for transaction processing.Maintain accurate digital records within internal systems.Use Microsoft Excel and other Office tools for reporting and data management.Ensure accuracy and efficiency in system-based processes. Remuneration OfferedMarket related
https://www.executiveplacements.com/Jobs/F/Financial-Administrator-1268713-Job-Search-03-05-2026-04-02-21-AM.asp?sid=gumtree
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Executive Placements
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