Awesome Recruitment / Client Services / Administrator

A well established, successful company specializing in Personal Wealth, Estate and Corporate Financial Planning, based in Greyville, seeks a Client Services and Administration Assistant to start immediately.
The job entails:
• Liaison with financial institutions, clients , broker consultants ( verbal , written , e-mail)
• Obtaining printouts of clients portfolio
• Generation of portfolio schedules
• Generation of Assets Under Management Schedules
• Completion and Submission of insurance and investment applications and follow up of status of applications.
• Investments and Insurance quotations generation, if required.
• Filing – administrative and client and maintenance of client database
• Preparing records and documents required by our internal accountants for producing our monthly figures.
• Service Issues and execution of administrative requests of clients, PWM directors and other PWM consultants
Skills and Qualities:
• Excellent customer service and interpersonal skills.
• Persistent and tenacious.
• Goal centered and ambitious.
• Excellent planning and organizing skills.
• Strong financial skills.
• Presentable, well groomed and dressed to portray a professional image.
• Thirst for knowledge and a quick learner.
• Honesty.
• High energy.
• Self starter.
2 to 3 years working experience in the financial industry a distinct advantage. Salary: between R5.5k – R6k.
Candidates:
Candidates please send your CV to Romaine at awesome-rec@mweb.co.za , Subject: Client Services Administrator
We may contact you personally should your application and profile meet with the criteria as specified in the advert, as well as the specific details requested by our client.
All Emails are placed in our data-base for future reference or other vacancies that we may have available at present.
Employers:
Seeking an awesome employee? Awesome Recruitment is Durban's recruitment company of choice.
Why? Our meaningful difference is the fact that we really take pride in our placements, and our retention rate is the highest in the industry!
This success creates a platform where we are able to offer our clients rates that are way below industry standards. Our rates are truly affordable, and our service adds value!
Employers may contact Romaine to discuss their placement needs on the following contact details. We are able to supply many premier Durban companies as contactable references.
Tel: 031-5716800
Email: awesome-rec1@mweb.co.za
Address: Awesome Recruitment, FF3, The Square, 250 Umhlanga Rocks Drive, La Lucia Ridge, Durban
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Our privilege to partner with you!