CIPC / Wealth Admin Assistant

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
  

Benefits

Explore more job opportunities by visiting our website and following us on social media:

• Website: www.recruitmymom.co.za
  
• LinkedIn: RecruitMyMom
  
• Facebook: RecruitMyMom
  
• Instagram: @recruitmymom