Secretary PA
PSS Recruitment
- R Undisclosed
- Permanent Intermediate position
- Knysna
- Posted 26 Mar 2024 by PSS Recruitment
- Job 2558747
About the position
Secretary/PA (Financial Advisor Assistant) Excellent opportunity with highly reputable financial services firm! We are looking for candidates who are based in Knysna or the surrounding vicinity within close proximity. About the job: Key responsibilities include: Key requirements for applicants: Please note: only shortlisted candidates will be considered.
This new vacancy has been created within one of our client's Financial Planning teams, based at their Knysna office. The key purpose of the role is to provide excellent client services through effective communication (verbal, written and in-person client interactions) This is achieved by proving client centric administrative support to the Financial / Investment Advisors within the team, and includes handling of follow-up correspondence with clients, beneficiaries and third party providers. Role is ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically dealing with investment administration instructions and follow-ups, with a minimum of 3-5 years experience in this area.
Desired Skills:
- relevant work experience preferred