Fresh graduate? Great outgoing personality? Eager to step into the working world? Emerge yourself into a company that is driven by success and growth. Become the next Client Administrator that would be accountable for a wide range of daily tasks that would provide support to the CEO, Financial Advisors and Head of Operations. Be the face of the company and enhance the overall client experience!



Qualification:

BCom Degree, minimum



Skills & Experience:

Advisory Service experience, advantage

Graduate with Private Clients



Job Description:

Main duties and responsibilities will include:

Ensuring assistance is provided to the Financial Advisors and Clients with on-boarding process by receiving documents and ensuring that requirements are met in terms of relevant legislation.

Actively assist the Head of Operations with the back office support that ranges from photocopying, scanning of documents, typing and mailing.

Actively assist CEO with the preparation of investment proposals and investment mandates.

Focus on providing the Financial Advisors and Clients with queries relating to existing Client portfolios to ensure professional handling of all Client related queries.

Maintain support to the CEO with marketing tools, initiatives, presentation and web design.

Working closely with the external Compliance Officer to ensure the company adheres to legislation and compliance is up to date.