About the Role
Minimum Requirements
- Grade 12 (Matric) essential.
- 3+ years administrative experience within the financial services, wealth management, investment, insurance, or related industry.
- Strong understanding of financial services administration and industry processes.
- Working knowledge of FICA and FAIS requirements.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
- Excellent verbal and written communication skills.
- Strong organizational and time-management skills.
- Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
- High level of professionalism, discretion, and confidentiality.
- Ability to work independently while contributing positively within a team environment.
- Relevant financial services qualification or industry certification would be beneficial
- Experience supporting Financial Advisors, Wealth Manager...
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