Administrative Assistant – Leading Brokerage, Cape Town

Overview

A leading brokerage in central Cape Town, aiming to provide clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances. We are looking for an organised and efficient administrative assistant with exposure to the insurance industry to assist 4 Financial Advisors with the processing of all financial administration for new and existing clients, record keeping and data capturing.

Responsibilities

• Communicating with clients telephonically and electronically.
• Compliance – FICA, FAIS & Due Diligence (data gathering and filing).
• Data Capture – on CRM system – updating existing and new client info & record keeping (workflows/tasks).
• Forms administration (prepopulating apps, sending to clients, managing the return and capturing of the forms/submitting to the Financial Institute).
• Processing instructions – redemptions, Section 14, 37 & 4...