Investments: Executive Assistant
Exceed Human Resource Consultants · Brackenfell, Western Cape · Market related
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Our client operates within the financial services industry, providing investment-related services and support to its clients. The company places a strong emphasis on integrity, excellence and growth, with a focus on delivering a high standard of client service and building strong, long-term relationships.
Duties & Responsibilities
- Provide administrative and operational support to financial advisors.
- Act as the key link between advisors, product providers and clients.
- Build and maintain strong professional relationships with clients.
- Prepare quotations for new and existing clients.
- Manage the issuing of new contracts, renewals and amendments.
- Ensure clients receive a consistent and professional level of service.
- Assist the Director with ad hoc requests and administrative tasks.
Desired Experience & Qualification
- NQF Level 5 (Higher Certificate) or higher.
- RE5 qualification and previous industry experience are advantageous.
- Strong written and verbal communication skills.
- Excellent time-management and organisational skills with the ability to manage multiple priorities.
- Strong computer skills.
- Self-motivated with natural leadership qualities.
- Positive, professional and committed to producing high-quality work.
- Strong alignment with values of integrity, excellence and growth.