Secretary PA

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:
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.

Key responsibilities include:

• Collation of all necessary documentation relating to administration of investment instructions, payments and client accounting, preparation and capturing of same on internal systems
• Accountable for electronic and hard copy filing relating to investment administration; and advisory record keeping as stipulated by FAIS and FICA, and ensuring that all investment and payment instructions are compliant
• Client liaison: attending to and resolving all queries directly with clients, building relationships and understanding their service requirements
• Maintenance of Client Management System
• Collation of all client monthly and quarterly reporting
• General secretarial support: typing, filing, faxing etc of client correspondence
• Quarter end statements: Preparation, collation and distribution of same
• Reception responsibilities , diary management and adhoc travel arrangements, as needed

Key requirements for applicants:

• Previous experience in similar function highly advantageous
• Previous unit trust knowledge, investment/ life/ offshore experience will be an advantage
• Matric a requirement, with maths or accounting at matric level; bookkeeping diploma an advantage
• Computer literacy (intermediate): MS Office suite and excel at an intermediate level; Typing speed: 50+ wpm
• Ability to work independently, attention to detail and excellent organisational skills, including problem solving and initiative

Please note: only shortlisted candidates will be considered.

Desired Skills:

• relevant work experience preferred