Financial Broker based in Kloof is looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying, faxing, Internet & E-mail Client Queries
Requirements:
implementing effective and sound investment processes and policies •Assist Investment professionals in sourcing
implementing effective and sound investment processes and policies •Assist Investment professionals in sourcing
accounts
execution. Monitoring compliance with investment guidelines. Assist with the opening of accounts with newly client portfolio shares to collective investment schemes. Assist Fund Operations Manager in ad-hoc project
analysis.
information of the Corporate Social Investments for BEE purposes Assist with preparing the Dividend, Provisional
Group Head of Investments in the property sector and support to the broader personal assistant team. This Executive Officer and Group Head of Investments and 1 other executive. - Assist the Group Chief Executive Officer
Group Head of Investments in the property sector and support to the broader personal assistant team. This Executive Officer and Group Head of Investments and 1 other executive. - Assist the Group Chief Executive Officer