Executive Assistant Investments (Paraplanner)

Reference: 11385 MB
Consultant: Marié Bosman

Job Description:

• Provide administrative and operational support to financial advisors.
• Act as the key link between advisors, product providers and clients.
• Build and maintain strong professional relationships with clients.
• Prepare quotations for new and existing clients.
• Manage the issuing of new contracts, renewals and amendments.
• Ensure clients receive a consistent and professional level of service.
• Assist the Director with ad hoc requests and administrative tasks.

Qualifications:

• NQF Level 5 (Higher Certificate) or higher.
• RE5 qualification and previous industry experience are advantageous.
• Strong written and verbal communication skills.
• Excellent time-management and organisational skills with the ability to manage multiple priorities.
• Strong computer skills.
• Self-motivated with natural leadership qualities.
• Positive, professional and committed to producing high-quality work.
• Strong alignment with values of integrity, excellence and growth.

How to Apply:

• Email your comprehensive CV to exceedhr@exceed.co.za.
• If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
• We reserve the right to only conduct interviews with candidates of choice.
• Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

 

Submit CV

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