Financial Planning Administrator
Location: Bellville, Cape Town
Salary: Market related
Forget boring admin jobs. This is your chance to become the person who keeps everything running like clockwork.
Is this you?
Organisation is second nature to you and nothing slips through the cracks. You enjoy working behind the scenes, capturing data accurately, keeping files in perfect order and making sure paperwork is completed correctly the first time. A positive attitude, reliability and the ability to juggle multiple tasks while meeting deadlines are what set you apart.What you’ll be doing (and why you’ll enjoy it)
Every day will involve keeping administration on track by capturing information onto internal systems, organising digital and physical files, preparing and printing documentation, scanning records and ensuring forms are completed accurately. You’ll also assist with general office administration and provide valuable support to a busy Wealth Manager. You’ll enjoy this role because your attention to detail and organisational skills will make a genuine difference to the efficiency of the business.Where you’ll be doing it
Join a respected financial services business that believes exceptional client service starts with efficient administration. Working alongside a collaborative team, you’ll be given the opportunity to build your skills in a professional environment where accuracy, teamwork and reliability are highly valued. You’ll be fully office based in Bellville, Cape Town.What you’ll need
A Matric qualification, previous administrative experience gained in financial plalning, wealth management or insurance and confidence using computer systems are essential. You’ll need excellent organisational skills, strong attention to detail and the ability to manage repetitive tasks with a high level of accuracy. A willingness to learn and a proactive approach will help you succeed.What you’ll get
A stable opportunity with a supportive team, exposure to the financial services industry and the chance to develop your administrative career within a professional working environment.How to apply
For a confidential discussion please contact Claudette Du Preez on LinkedIn, 021 035 1433 or send your CV to c (dot) Dupreez (at) thetalentexperts.co.za – we appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.Applicant Consent
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