CFP® WEALTH ADMINISTRATIVE ASSISTANT – PRETORIA EAST
A prominent financial services provider is looking for an experienced CFP® WEALTH ADMINISTRATIVE ASSISTANT to join their dynamic Wealth Management and Financial Planning Team in Pretoria East.
This is a permanent position which offers a market related salary.
Qualifications & Experience:
Minimum matric, with a tertiary qualification in business administration, finance, financial administration and/or related disciplines essential.
Minimum 3 to 5 years’ applicable working experience in a financial administrative role.
Minimum 2 years’ experience working in the financial services and wealth management environment. (Banking, wealth management and/or insurance.)
Proven experience and in-depth knowledge of FAIS, FICA POPIA and the regulatory requirements of the FSCA, and the impact the aforementioned legislative disciplines have on the financial services and wealth management industries.
Fully competent in the MS Office programme with excellent and highly developed MS Excel skill and capabilities are core requirements to the role.
Experience with LISP platforms (Linked Investment Service Providers) highly advantageous.
Proven experience in the successful administrative deliverables within a financial and wealth management environment, professionally dealing with both internal and external clients.
Other Requirements:
Meticulous and highly organised, with excellent attention to detail in both written and oral correspondence and the compiling of company documentation and reports.
The ability to successfully work under pressure.
Highly analytical with the ability to gather financial detail, prepare investment/insurance comparisons and support the CFP® in preparing for FSCA and compliance audits.
Excellent interpersonal skills with proven experience in customer care and internal admin.
The proven ability and the natural potential to learn and acquire new skills on an ongoing basis.
Tenacious and driven.
Fully bi-lingual in English and Afrikaans: speak read and write.
Compliant with well-developed change-management abilities.
Trustworthy and ethical with a strong sense of accountability, with the ability to manage highly confidential portfolios of information.
Valid driver’s license and own reliable transport.