The Globevest Group
1 year ago
Broker Administration Assistant
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Company information
- Company
- The Globevest Group
- Location
- South Africa, Gauteng, Tshwane, Pretoria South Africa
- Posted
- 1 year ago
Job description
Salary: Market related Location: Pretoria Job type : Permanent Industry: Financial Services Reference Number: MJ.BAA.AWM.20082025 COMPANY DESCRIPTION: Our client is a Financial Planning and Investment business based in Pretoria and they are looking for a Broker Administration Assistant to join their team as soon as possible. JOB DESCRIPTION: The person will provide administrative support to the Financial / Investment Advisors including, handling follow up correspondence with clients, third party administrators, and other stakeholders. This will involve, but not be limited to, the following tasks: • Providing administrative support to the Financial / Investment Advisors, including handling follow up correspondence with clients, third party administrators, and other stakeholders. • Maintaining accurate and up-to-date records and databases. • Coordinating and organizing meetings, appointments, and other activities. • Handling and processing of client requests and inquiries. • Providing general administrative support to the team. • Maintaining confidentiality and adhering to the company's policies and procedures. • Performing other administrative tasks as required. • Providing support to the Financial / Investment Advisors in their daily activities. • Maintaining a high level of professionalism and confidentiality at all times. • Performing other tasks as required.
Required skills
- financial
- assistant
- databases
- confidentiality
- team
- planning
- services
- support
- administration
- professionalism
- business
- permanent
- investment
- records
- inquiries
- general
- administrative
- client
- meetings
- procedures
- stakeholders
- market
- broker
- pretoria
- policies
- appointments
- party
- requests
- administrators
- related
- third
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