My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors.

Main duties and responsibilities include:
Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; Assisting the financial advisor in servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms, and follow-ups; Filing, capturing client data, updating spreadsheets and word documents; Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers/insurance companies; Follow-up on all client transactions, implementation of new business, etc.; Drawing statements from service providers and summarizing client portfolio information; Preparation of the necessary pres...