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Tania Broughton and GroundUp Staff
Financial Admin Assistant
Location: | George |
Reference: | #CAW006046/Lizel |
Company: | SydSen Recruit |
Financial company seeking a highly organised and detail-oriented financial administrator to join their team and support the financial operation to ensure the financial advisor can focus on providing high-quality financial advice and services to clients, while the administrator handles the essential support tasks that keep the practice running smoothly.
Requirements:
- Proven experience as a financial administrator, financial assistant, or similar role will be an advantage.
- Proficiency in accounting software (e.g., QuickBooks, Sage) and MS Office, especially Excel.
- Excellent organisational and time management skills.
- Attention to detail and accuracy in financial data entry and reporting.
- Strong analytical and problem-solving skills.
- Ability to work independently and as part of a team.
- Schedule and confirm client appointments.
- Prepare and send client communications, such as emails, newsletters, and follow-up correspondence.
- Handle client inquiries and direct them to the appropriate financial advisor as needed.
- Maintain and update client records and contact information.
- Prepare and process new account applications and other financial documents.
- Organize and maintain client files, ensuring all documents are accurately filed and easily accessible.
- Ensure compliance with regulatory requirements by maintaining proper documentation and record-keeping.
- Assist with the creation and distribution of marketing materials and campaigns.
Visit our website for more opportunities at www.sydsenrecruit.com (Follow us on LinkedIn, Instagram or Facebook)
Sydsen Recruit - The next level of employment
Posted on 07 Aug 16:48, Closing date 28 Aug
SydSen Recruit is a trusted brand that has been part of the national recruitment landscape in South Africa since 2008. Our corporate culture is built on a collaboration of shared experience and trust!
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