Administrative Assistant

Our client based in Cape Town, CBD is seeking an Administrative Assistant to join their team. This role entails assisting the Financial Advisor with the processing of all financial administration for new and existing clients, record keeping and data-capturing.

MAIN DUTIES & RESPONSIBILITIES:

• Communicating with clients telephonically and electronically


• Compliance - FICA, FAIS & Due Diligence (data gathering and Beeswax)


• Data Capture on CRM system (Elite Wealth) – 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) - for investments, risk, medical aid and Employee Benefits


• Processing instructions - redemptions, Section 14, 37 & 42 Transfers, adhocs and switches for local and offshore investments for clients.
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