Junior Assistant

Hire Resolve

  • Somerset West, Cape Town
  • R300,000-360,000 per year
  • Permanent
  • Full-time
  • 1 month ago
A leading company in the Wealth Management sector is seeking an experienced Junior Assistant to join their team in Somerset West. This permanent, full-time, in-office position offers an exciting opportunity for a commercially astute administrative professional to provide excellent client services and client-centric administrative support to a financial planning team. The ideal candidate will have strong experience, preferably 3-5 years, in investment administration instructions and follow-ups. If you have a high level of financial industry knowledge and an entrepreneurial mindset, we want to hear from you!Responsibilities:
  • Collating, preparing, and capturing documentation related to investment instructions, payments, and client accounting on internal systems.
  • Managing both electronic and hard copy filing for investment administration and advisory record-keeping, ensuring compliance with relevant regulations.
  • Directly liaising with clients to resolve queries, build relationships, and understand their service needs.
  • Maintaining the Client Management System.
  • Collating monthly and quarterly reports for clients.
  • Providing general secretarial support, including typing and filing client correspondence.
  • Preparing, collating, and distributing quarter-end statements.
Requirements:
  • Matric
  • Administrative Diploma
  • 3-5 years experience, specifically as a brokers' assistant or secretarial experience dealing with investment administration and follow-ups
  • Knowledge of Allan Gray, Glacier and Ninety One systems advantageous
  • High level of financial industry knowledge
  • Understanding of investment products (UTs, TFSA, offshore wrappers, mutual funds, ETFs)
Contact Hire Resolve for your next career-changing move.
  • Our client is offering a highly competitive salary for this role based on experience.
  • Apply for this role today, contact Adrienne Steyn at Hire Resolve on
or on LinkedIn * You can also visit the Hire Resolve website: hireresolve.us or email us your CV:We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

Hire Resolve