CIPC / Wealth Admin Assistant
RecruitMyMom
Stop applying one at a time.
JobAlertsZA auto-applies to South African jobs like this one for you, overnight. Upload your CV once — we do the applying.
Start free — we apply for you →Job Description
- An FSP service provider is looking to recruit a super sharp part-time CIPC Administrative Assistant who has previously worked for a wealth advisory / investment or financial advisory company. This is a flexible position, 3-4 hours a day mostly remote work from home.3-4 week project with possible ad-hoc hours thereafter
Responsibilities
- Will be required to onboard clients onto CRM system
- Must be able to gather outstanding documentation
- Support the investment advisor with ad-hoc admin work
- Must keep CRM up to date
- Assist with FICA documents & CIPC
Requirements
- Previous experience doing administrative work in FSP / Investment or Financial advisory company
- Demonstrated ability to effectively onboard clients onto a CRM system and maintain accurate records
- Excellent organisational skills to manage multiple tasks, prioritise effectively, and meet deadlines
- Attention to detail
- Excellent communication skills