Website Alexander Forbes
Alexander Forbes is a leading provider of financial, risk and insurance and multi-manager investment solutions internationally. The primary operations are based in South Africa and the United Kingdom. A significant network of subsidiaries and partners ensures we provide an outstanding level of servi… read morece to our customers internationally. Alexander Forbes’ customers include small, medium and large organisations, specialist groups and individuals. We focus on our customers to deliver an efficient and innovative service by empowered people wherever we operate. Alexander Forbes 115 West Street Sandton 2196
We are seeking a proactive Financial Advisor Assistant to support a successful Wealth Manager with a large client base, ensuring exceptional client service, effective administration and the smooth execution of financial transactions.
Key Responsibilities
Process new business and financial transactions
Ensure FICA & FAIS compliance
Prepare documentation and coordinate client meetings
Manage client queries and provide regular updates
Support client reviews and follow up on action items
Maintain accurate client records and CRM updates
What We’re Looking For
Strong attention to detail
Excellent communication & client service skills
Highly organized and able to multitask
Proactive and able to work under pressure
Good MS Office and system skills
Apply via company website ( http://www.alexanderforbes.co.za ) or
www.linkedin.com
To apply for this job please visit www.linkedin.com.