Permanent Brokers Assistant

18 days ago518 views
Ad Saved to My List
View and manage your saved ads in your account.
Add to My List
Report Ad
General Details
Advertised By:Agency
Job Type:Full-Time
Description
My client based in Somerset West is seeking a Brokers Assistant to join their team as soon as possible.
This role is responsible for administrative support for the Trust Officers (Financial / Investment Advisors) and includes handling of all follow-up correspondence with clients, beneficiaries and third-party providers, as well as the internal department to ensure that investment and payment instructions are timeously and accurately actioned

Duties in include but not limited to:




Collation of all necessary documentation relating to administration of investment instructions, payment requests and client accounting, preparation and capturing thereof


Client liaison


Liaison with internal investment administration and support departments


Typing of minutes (High Volume) of meetings


Collation of all client and monthly and quarterly reporting


Collation of tax documentation per client


General secretarial support


Ad hoc reception duties



Key Requirements




Previous experience in similar function will be preferred but not essential


Minimum of 3-5 years’ experience in an administrative role


Ability to work independently


Attention to detail and highly organized


Grade 12 minimum coupled with a post matric qualification in Finance (Bookkeeping or Accounting)





Id Subtitle 708409389
View More
Website: http://www.helderbergpersonnel.co.za
Helderberg PersonnelMember since 2017
Email Verified
93 adsActive
93 adsPosted
Website: http://www.helderbergpersonnel.co.za