We are seeking a proactive Financial Advisor Assistant to support a successful Wealth Manager with a large client base, ensuring exceptional client service, effective administration and the smooth execution of financial transactions. Key Responsibilities Process new business and financial transactions Ensure FICA & FAIS compliance Prepare documentation and coordinate client meetings Manage client queries and provide regular updates Support client reviews and follow up on action items Maintain accurate client records and CRM updates What We’re Looking For Strong attention to detail Highly organized and able to multitask Proactive and able to work under pressure Good MS Office and system skills #J-18808-Ljbffr
Financial Advisor Assistant
ALEXFORBES
pretoria, pretoria
Published 10 days ago
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