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.<\/p>\n
Key Responsibilities<\/p>\n
\tProcess new business and financial transactions
\n\tEnsure FICA & FAIS compliance
\n\tPrepare documentation and coordinate client meetings
\n\tManage client queries and provide regular updates
\n\tSupport client reviews and follow up on action items
\n\tMaintain accurate client records and CRM updates<\/p>\n
What We\u2019re Looking For<\/p>\n
\tStrong attention to detail
\n\tExcellent communication & client service skills
\n\tHighly organized and able to multitask
\n\tProactive and able to work under pressure
\n\tGood MS Office and system skills<\/p>\n
Apply via company website ( http:\/\/www.alexanderforbes.co.za ) or<\/p>\n
www.linkedin.com<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"http:\/\/www.linkedin.com","_company_name":"Alexander Forbes","_company_website":"http:\/\/www.alexanderforbes.co.za","_company_tagline":"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\u2019 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","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[11],"job-types":[12],"class_list":{"0":"post-36388","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"job_listing_region-gauteng","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/36388","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=36388"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=36388"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=36388"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}