Administrative Assistant to join our dynamic team in the financial sector.
If you have a passion for efficiency
background in administrative support within the financial section we want to hear from you.
Key
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1. Providing administrative support to financial professionals
2. Handling confidential information
Experience Able to navigate the internet and search engines Have experience in working with e-mails and the
Experience Able to navigate the internet and search engines Have experience in working with e-mails and the
operations
in supporting the efficient operation of our financial planning and investment services.
Job Take messages and relay them promptly to the Financial Planner.
Recording and saving telephone record-keeping purposes.
Assisting the Financial Planner and Para-Planner with administrative tasks dinating appointment scheduling based on the Financial Planner's confirmed calendar.
Updating their development.
Assisting the Financial Planner in attracting and retaining clients through
support for Financial Planners? Is this you? You've worked in a support role supporting Financial Advisors settle in your new role and grow in the world of financial planning. What you'll be doing (and why you'll gained at least 5 years of working experience in financial planning with solod admin experience, you must also be eager to learn the technical aspects of financial planning. To qualify for this opportunity you
support for Financial Planners? Is this you? You've worked in a support role supporting Financial Advisors settle in your new role and grow in the world of financial planning. What you'll be doing (and why you'll gained at least 5 years of working experience in financial planning with solod admin experience, you must also be eager to learn the technical aspects of financial planning. To qualify for this opportunity you
environment. Familiarity with accounting principles and financial management software is desirable. Excellent communication
professional development activities.
Financial Management: Assist with expense tracking. Process
payments. Maintain accurate financial records and assist with financial reporting as needed.
environment. Familiarity with accounting principles and financial management software is desirable. Excellent communication sessions and professional development activities. Financial Management: Assist with expense tracking. Process payments. Maintain accurate financial records and assist with financial reporting as needed. Facilities
Our client, a Financial Institute, has a contract vacancy for an Executive Assistant. It will be front
efficiency, and effectiveness of the global financial system.
The key areas of responsibility entail
environments or multiple projects/programmes in the financial services and banking industry.
Tertiary qualification
the office of the executive.
Knowledge of financial processes (e.g., invoicing and budgeting).