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Half-day Administrative Assistant

Remote: 
Full Remote
Contract: 
Fixed term
Experience: 
Entry-level / graduate
Work from: 
South Africa

Offer summary

Qualifications:

Experience in FSP/Financial advisory, Ability to onboard clients onto CRM, Excellent organizational skills.

Key responsabilities:

  • Onboard clients into CRM system
  • Gather outstanding documentation
  • Support investment advisor with administration
  • Keep CRM up to date
  • Assist with FICA documents
RecruitMyMom.co.za logo
RecruitMyMom.co.za Human Resources, Staffing & Recruiting SME https://www.recruitmymom.co.za/
11 - 50 Employees
About RecruitMyMom.co.za
RecruitMyMom is a trusted, online, award-winning, female empowerment staffing company based in South Africa. We offer a professional service for local and global companies who seek resources for remote, hybrid and in-office jobs, contract or permanent. We provide multiple skills including digital marketing, finance and accounts, administration and back-office, compliance and more.
See more RecruitMyMom.co.za offers

Job description

Our client, an FSP service provider is looking to recruit a super sharp Administrative Assistant who has previously worked for a wealth advisory / investment or financial advisory company. This is a flexible half-day position, mostly remote work from home. 

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 


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


Benefits
Half-day hours

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Salary: Neg

Required profile

Experience

Level of experience: Entry-level / graduate
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Client OnboardingMicrosoft Dynamics CRM

Other Skills

  • Administrative Functions
  • Time Management
  • Organizational Skills
  • Detail Oriented
  • Verbal Communication Skills
Are you interested?

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