Wealth Administrative Assistant

  • Company:

    Time Personnel

  • Location:

    Cape Town

  • Job Type:

    Permanent

Own vehicle, transport and driver's license
Both English and Afrikaans speaking and writing skills required […]
Ability to work under pressure and meet deadlines […]
Able to multitask in a fast-paced environment […]
Must be familiar with Adobe PDFs, Outlook, Word and Excel […]
Administrative duties - scheduling meetings, general office administration, correspondence with clients and service providers
Assisting the financial planners in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups
Filing, capturing client...

11 days ago from: jobplacements.com

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