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Administrative Assistant
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3 days ago43 views
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General Details
Description
KEY RESPONSIBILITIES:
REQUIREMENTS:
*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*
- Book and schedule client appointments efficiently.
- Arrange team logistics and manage daily routes.
- Handle client queries promptly and professionally.
- Manage email correspondence and ensure timely responses.
- Provide excellent client-facing communication and support.
REQUIREMENTS:
- Fluent in Afrikaans and English, both spoken and written.
- Own reliable transport and a valid drivers licence.
- Dependable, punctual, and professional.
- Competent in Microsoft Word, Excel, and Outlook.
- Highly organised, with the ability to multitask and work under pressure.
- Comfortable working in a fast-paced, client-oriented environment.
*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*
https://www.jobplacements.com/Jobs/A/Administrative-Assistant-1261605-Job-Search-02-11-2026-10-25-45-AM.asp?sid=gumtree
Id Subtitle 1349541514
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Job Placements
Selling for 1 year
Total Ads4.94K
Active Ads4.94K
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19.79MTotal Views
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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 requirementsScan 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). 3+ years experience at a financial advisory practice is advantageousPost Matric qualification will be an advantageStrong written and verbal language skills both Afrikaans and English essentialStrong computer skills essentialOwn vehicle, transport and drivers license essential.
https://www.executiveplacements.com/Jobs/S/Secretary-Financial-Services-1258470-Job-Search-02-03-2026-04-00-34-AM.asp?sid=gumtree
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