Administrative Assistant | Durbanville

Administrative Assistant to Financial Adviser / Planner

We are seeking a highly organized and experienced Administrative Assistant to support a team of Financial Advisers / Planners . The successful candidate will be responsible for a set portfolio of clients and will handle daily administration tasks .

Key Responsibilities Include :

Processing new and existing business for investments, risk business, medical aid, trusts, and estates .

Monitoring activities related to client reviews and requests .

Managing the broker''s diary and liaising with clients and insurance companies .

Assisting with deceased estates and trust administration .

Requirements :

Matric / Grade 12 is essential .

5+ years of relevant experience .

Extensive experience with Microsoft Office (Outlook, Excel, Word) .

Bilingual in Afrikaans and English (read, write, verbal) .

Own transport is required .

Knowledge of legislation compliance (FICA / FAIS / POPIA / TCF) is a must .

Extensive experience with at least two of the following Investment Platforms : Ninety-One, Allan Gray, and Glacier .

Extensive experience with at least two of the following Life Insurance Platforms : Discovery, Momentum, and Sanlam .

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